Ensure a Bright Future
- Have you established an emergency fund for unforeseen future events?
- Are you doing all you can to insure yourself against pension policy changes?
- Do you have confidence in your savings contribution amounts and investment decisions?
You work hard every day to ensure a bright future for our children.
But who’s working hard to ensure a bright future for you?
Financial planning is an ever-expanding subject that requires continuing education.
We want to help you acquire that knowledge and ensure your assets are making the grade.
You know how hard it can be to teach yourself.
With financial planning, the learning curve is intense and the outcome is too important to risk failure.
Obsidian Planning has spent years learning and applying the principles and techniques
that can help build a solid retirement. Let us share our experience with you.
Here’s how you can join other business owners who are confident about their wealth management.
1. Schedule a Conversation
Your time is valuable, and we don't want to waste it. Let's get to know each other and see if there's a fit with a complimentary, no-obligation conversation.
2. Receive a Free Competitive Analysis
You will get a comprehensive analysis to show how your business compares to your competitors.
3. Review, Track, and Monitor Progress
You will have a dedicated planner, a process designed especially for busy owners, tailor-made strategies, and a timely follow-up to keep you on track.
Learn from experienced financial professionals with years of success
Priorities
We help teachers prioritize debt payments and savings vehicles to optimize the effectiveness of their financial resources.
Balance
Our financial philosophy is focused on the achievement of balance, in work and life and in spending and saving.
Preparation
We analyze everything from intentions to insurance to income to make sure you’re properly prepared for the future you want.
Prepare for Life’s Greatest Test
Financial planning can be a daunting subject. There are no retakes if you make a bad decision. When it comes to money, failure means sacrificing your lifestyle and compromising your dreams. You need an advisor who knows the material and can guide you through the various questions that you’re bound to face. Obsidian Planning wants to be that advisor.
Know Yourself
We start by helping you understand your motivations, identify your resources, and develop a workable outline. You need to know what you want and why you want it. Weathering financial setbacks and unexpected downturns requires discipline and determination that only come from a focus on personality and purpose. Our Lifestyle Protector Process begins with profile testing and personal interviews that help you get clear about your reasons and resolutions.
Get a Plan
When you know who you are and where you are going, you can begin to outline the steps that are right for you, the steps that are most likely to lead you to lifestyle success. Our financial plans consider everything from your temperament to your timeline, only then offering the information and guidance that will best serve your unique situation. You can rely on our experience, but you will ultimately need to make the final decisions in each circumstance.
Adjust Your Course
Because no financial plan exists in a vacuum, we don’t believe they are ever “final”. You will need to revisit your roadmap from time to time to determine whether you are on the right path and/or if your path has changed. With Obsidian, you’ll be partnered with a dedicated team of financial professionals who will regularly schedule and review your plan with you to give you the best chance at lasting success and financial freedom.
If you’ve been struggling to understand your insurance and investment options and unsure of where you can find the answers you need to ensure your financial future, call Obsidian Planning today. Your personal advisor is ready to help you build the plan you need.
