Strategic financial planning is about more than just which stocks to buy and when to sell them. It involves personal assessment, market experience, technical understanding and the discipline to stay the course. We’ve been helping people like you to find and stay the course for more than thirty years.
Identifying and preparing for the pitfalls of market conditions and life events is not for the faint of heart. Experience is always the best teacher here. It’s better to learn from other’s mistakes rather than absorbing the cost of that experience for yourself. At Obsidian, we’ve learned from the ups and downs, successes and failures of wealth management and we’re ready to share this first-hand knowledge to help you avoid these setbacks.
Knowing when you are truly ready to retire and what you can realistically afford along the way require objective analysis. You need to enjoy the present without sacrificing the future you’ve been working for. Our proven financial processes and systems will empower you, providing you with the understanding you need to live every day confidently.
Obsidian Planning is more than a team of investment advisors. We want to help you truly define what you want, understand why you want it and realize how to achieve it. If you’re seeking personal strategic financial planning that considers and fits your unique lifestyle, we can help.