COMPREHENSIVE FINANCIAL PLANNING
You Have More Goals
Than You Realize
We'll work together to figure out all of your goals, including some you may never have considered or thought about.
A Personalized Plan for You
Your financial plan will show how you'll achieve your goals, including what you should invest in and how you might implement other recommendations such as spending, saving, debt payoffs, insurance, estate planning, and more.
All Parts of Your Financial Life
All areas of your life become a focus of your financial plan so that you have a better chance of achieving your goals.
A Plan That Adapts to Your Life
As your life changes, your financial plan can be quickly updated so any changes or new recommendations can be implemented, making achieving your goals easier and more efficient.
REAL COMPREHENSIVE
FINANCIAL PLANNING
You Have More Goals
Than You Realize
We'll work together to figure out all of your goals, including some you may never have considered or thought about.
A Personalized Plan for You
Your financial plan will show how you'll achieve your goals, including what you should invest in and how you might implement other recommendations such as spending, saving, debt payoffs, insurance, estate planning, and more.
All Parts of Your Financial Life
All areas of your life become a focus of your financial plan so that you have a better chance of achieving your goals.
A Plan That Adapts to Your Life
As your life changes, your financial plan can be quickly updated so any changes or new recommendations can be implemented, making achieving your goals easier and more efficient.
COMPREHENSIVE FINANCIAL PLANNING
FOCUS AREAS
GET A COMPREHENSIVE FINANCIAL PLAN
THAT COVERS ALL THE MAJOR AREAS OF YOUR FINANCIAL LIFE
Financial Possibilities & Goals
Cash Flow & Budgeting
Debt Management
Emergency Fund
Risk Management
Investment Analysis
Personalized Investment Advice
Equity Compensation Planning
Employee Benefits Optimization
Insurance
College Education
Purchasing a Home
Tax Planning
Retirement Planning
Social Security
Net Worth Tracking
Estate Planning
Real Estate Investments
Business Planning
Financial Possibilities & Goals
Cash Flow & Budgeting
Debt Management
Emergency Fund
Investment Analysis
Personalized Investment Advice
Equity Compensation Planning
Employee Benefits Optimization
Risk Management
College Education
Insurance
Purchasing a Home
Tax Planning
Retirement Planning
Social Security
Real Estate Investments
Net Worth Tracking
Estate Planning
Business Planning
Start Your Journey to Financial Freedom Today!
24/7 ACCESS TO FINANCIAL PLANNING TOOLS
24/7 ACCESS TO
FINANCIAL PLANNING TOOLS
With Escient Financial, you can access your financial plan in financial planning software at any time, from budgeting tools to retirement outlooks, and more.
PERSONALIZED INVESTMENT ADVICE
PERSONALIZEDINVESTMENT ADVICE
Personalized Investment Allocation
Superior Risk-Adjusted Portfolios
Reduced Expenses & Fees
Tax-Efficient Portfolios
Goals-based Strategic Approach
Diversified Portfolios
Investment Education & Instruction
ESCIENT FINANCIAL'S INVESTMENT PHILOSOPHY
ESCIENT FINANCIAL'SINVESTMENT PHILOSOPHY
Tax-Efficient Portfolios
Tax-efficient portfolios help maximize your returns by minimizing tax liabilities, ensuring more of your investment gains contribute to your financial goals.
Lower-Cost Investments
Lower-cost investments, such as ETFs, provide cost savings that can enhance your overall investment returns by minimizing fees and expenses.
Risk-Adjusted Portfolios
Superior risk-adjusted portfolios optimize the balance between risk and return, ensuring you achieve your financial goals with greater stability and confidence.
Diversification
To better control the risk of your portfolio, your investments should be diversified across different industries and across the globe.
Goals-Based Strategic Approach
Your personalized portfolio is constructed with investment allocations that are designed with the intention to achieve your goals.
Buy-and-Hold
A buy-and-hold strategy is superior because it minimizes transaction costs and market timing risks while leveraging long-term market growth for steady wealth accumulation.
Value Investing
Value investing offers the advantage of buying undervalued stocks with strong fundamentals, providing potential for larger returns as the market corrects their prices over time.
Core-Satellite
Combine stability with growth potential by balancing a diversified core of low-cost, long-term investments with higher-risk satellite investments aimed at boosting returns.
Rebalancing
Portfolio rebalancing helps maintain your desired asset allocation, reducing risk and enhancing long-term returns by keeping your investments aligned with your financial goals.
Stocks vs Other Investments
Investing in equities (stocks) offers the potential for higher returns and growth compared to bonds or real estate, making them essential for long-term wealth accumulation.
Bitcoin, Crypto,& Digital Assets
Investing in digital assets offers the potential for high returns, portfolio diversification, and exposure to innovative financial technologies and decentralized markets.*
Start Your Journey to Financial Freedom Today!
Start Your Journey to
Financial Freedom Today!
2 WAYS TO GET STARTED
2 WAYS TOGET STARTED
Get Started Immediately
Start Your Journey to Financial Freedom Today!
Comprehensive financial planning is the right way to go, isn't it? Jump right in, right now, and get started with your financial plan today with a FREE 7-DAY TRIAL, complimentary Financial Planning Experience meeting, and review of your current financial situation. There's NO COST and NO OBLIGATION. Click the button below to see how.
Let's Meet First
Want to learn more about me and tell me more about you to see if we're a good match? That sounds great! Let's meet. Go ahead and click the button below to schedule a meeting right now.
