Strategic Financial Planning Services

Obsidian Personal Planning Solutions provides strategic financial planning services to successful professionals seeking to better manage their assets, real estate, and investments.
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Awareness

Assess your personal values, risk profile, long-term goals to increase personal awareness and life satisfaction.

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Organization

Organize and prioritize your needs, wants and dreams so they align with your financial resources.

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Discipline

Follow a comprehensive plan to develop and maintain the financial discipline you need to achieve lasting success.

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Don’t Get Left Behind

  • Have you clearly defined the whats, whys, and hows of your financial destiny?
  • Do you know the challenges you could face on your path to retirement?
  • Do you have realistic expectations for what you can achieve with your wealth?

You need to make the most of your financial resources. That means defining your priorities, organizing your assets, creating a long-term plan, and reviewing and adjusting that plan to stay on course. There are a million little details and even more options. In today’s constantly advancing financial and economic markets, it’s nearly impossible to keep up.

You don’t have to get left behind. We have the applied experience and advanced knowledge to help you develop and follow a practical and prosperous financial plan.

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Here’s how you can confidently design your future.

1. Schedule a No-obligation Conversation

Let's get to know each other and see if there's a fit with a complimentary, no-obligation conversation.

2. Enroll in the Lifestyle Protector Program™

Our step-by-step approach is designed to help you grow and protect your wealth and lifestyle, and preserve your family legacy.

3. Track & Monitor Your Progress

Together, we'll closely monitor your progress, so you can stop feeling worried and get back to living life to its fullest.

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Rely on our skills and experience to navigate your financial future.

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Control

We provide the tools and advice you need to take control of your financial life and achieve the lasting success you desire.

Benchmarking

We use industry benchmarks to evaluate your situation and provide an outline for what’s possible so you can better manage your financial resources.

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Protection

We provide you with the lifestyle protection you need to maximize and maintain the fruits of your labor for years to come.

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Bigger than stocks and investments

Strategic financial planning is about more than just which stocks to buy and when to sell them. It involves personal assessment, market experience, technical understanding and the discipline to stay the course. We’ve been helping people like you to find and stay the course for more than thirty years.

Identifying and preparing for the pitfalls of market conditions and life events is not for the faint of heart. Experience is always the best teacher here. It’s better to learn from other’s mistakes rather than absorbing the cost of that experience for yourself. At Obsidian, we’ve learned from the ups and downs, successes and failures of wealth management and we’re ready to share this first-hand knowledge to help you avoid these setbacks.

Knowing when you are truly ready to retire and what you can realistically afford along the way require objective analysis. You need to enjoy the present without sacrificing the future you’ve been working for. Our proven financial processes and systems will empower you, providing you with the understanding you need to live every day confidently.

Obsidian Planning is more than a team of investment advisors. We want to help you truly define what you want, understand why you want it and realize how to achieve it. If you’re seeking personal strategic financial planning that considers and fits your unique lifestyle, we can help.

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