Services

 

Financial Fountains offers the following services:

Our services incorporate sound stewardship practices and solutions uniquely tailored to your vision, goals, and resources.

Based on your selected financial planning service, Financial Fountains will focus on one or more of the following areas:

  • goal setting
  • budget and cash flow analysis
  • debt management
  • investment planning
  • income tax planning
  • estate planning
  • retirement planning
  • education planning
  • risk/insurance planning
  • charitable planning
  • small business planning

The journey starts when you contact us. We will listen to your interests and provide an overview of our structure and services. The initial conversation will help to determine if Financial Fountains is a good fit for your needs. During this meeting, we will clarify your objectives and determine what services are suitable for your needs. To better assist you, we kindly ask you to complete our Money Stewardship Profile, a confidential questionnaire summarizing your current financial situation and objectives.

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