About NWFA

Our Approach

Planning Phase

  • Learn about you and your objectives
  • Establish the scope of our engagement
  • Collect and analyze data and share expectations
  • Present recommendations and coordinate an implementation checklist

Implementation Phase

  • Define specific actions and expected results
  • Confirm action compliance with the plan
  • Identify potential problems and opportunities
  • Develop options and strategies
  • Outline the implementation effort and establish a schedule

Management Phase

  • Review the scope of our engagement
  • Ensure actions taken are in-step with your life circumstances
  • Establish service expectations
  • Conduct reviews on an established cycle
  • Synchronize services with other outside resources (CPAs, Attorneys, etc.)*
  • Provide ongoing support, analysis and recommendations

 

Our Commitment

Our firm commitment is to consistently provide you with the following “pillars of trust”:

UTMOST RESPECT for your personal needs and time.

PERSONALIZED SERVICE in consideration of your unique needs and goals.

THOROUGH CONFIDENTIALITY of your personal situation, relationship with us, and our recommendations.

IMPARTIAL, OBJECTIVE ADVICE without predisposition or outside influence.

ONGOING COMMUNICATION throughout the course of our relationship and partnership.

Contact me today to schedule your complimentary, no-obligation consultation. 

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*Tax and legal services are not offered by Northwest Financial Advisors.