Nothing will work unless you do. - Maya Angelou
How It Works
Financial Fountains’ comprehensive financial planning service offers a holistic approach to your financial journey. We integrate your resources, commitments, and lifestyle goals with the relevant financial planning areas detailed in our services. All elements work together so that you can enjoy life and do more for the common good.
Financial planning is not just for the super-rich. Decide if it’s for you. If yes, commit to the journey to building wealth and living an abundant life.
Get In Touch
Schedule your free 30-minute initial call by sending a message.
Share Your Vision
Share your dreams and goals. Learn how Financial Fountains can best serve you.
Engage the Partnership
As partners on your financial journey, we will build your plan and collaborate on steps to put your plan in motion. Sign the agreement, pay the deposit, and we’re all set to begin!
Engage the Process
We will request information for analysis, starting with our Money Rhythm and Money Stewardship Profile. Meetings will cover our review, your feedback, and our recommendations. Meetings are typically scheduled every three to four weeks initially.
Live Your Plan
Your financial plan will be actionable with clear steps provided. We are available to walk with you along the way. We also work with your chosen professionals (e.g. CPAs, estate planning attorneys, etc.) to implement your plan.