Financial planning and investment management differ. Investment management is a part of the financial planning process. It is a means to your end—YOUR goals based on YOUR values. It is a means to get you to YOUR vision for your financial future.
Our Financial Planning Process:
Jim is the lead Certified Financial Planner™ and Investment Advisor here at Mammoth Financial. His role is:
For a more detailed look at our 7-step process and a fictional case study review, check out this blog post.
To book an appointment to see if our financial planning process is a fit for you, contact us or book online.