Framework Financial Planning

CONNECT

Address:

9307 Monroe Road, Ste J
Charlotte, NC 28270

Phone:

Office 980-272-5838,

Fax/Other:

704-912-4210

What do we do at Framework Financial Planning?

Our goal is to design a financial plan that builds around your current lifestyle.  We believe by looking first at your goals for the near future, we can create a plan that is motivating right now while building toward financial independence.

 

The first thing we will do is discuss your past experiences with money and current lifestyle choices. We focus goal planning on all the areas your money touches- that is the wealth, health, home and happiness that make up the Framework of your financial life plan. We discuss any career aspirations and examine your personal goals for the future (both short and longterm). We also talk about your values and principles when it comes to using money and analyze your financial risk tolerance.

 

This fundamental goal planning process allows us to determine how to best use your available resources to truly supports your lifestyle and your vision for your future. 

 

Once we determine what exactly you want your money to do for you, we then analyze your current financial situation and recommend any changes neccessary to achieve your stated goals. Once a plan is agreed upon and in place, we can help you implement the recommended strategies, stay committed to your goals, and and make adjustments to your plan as life throws changes your way.

 

Here are some of the financial tools and topics we have available to support your goals:

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck