Sat - Sun Closed
Palmyra, WA 6157
A sound financial strategy provides the foundation for your future prosperity.
At Port Financial our strategy involves establishing a long term plan of action to achieve your goals, with specific actions that can be implemented today.
Financial strategy focuses on answering the big questions such as…
We begin the strategy planning process by examining your current financial status and helping you set and prioritize your goals.
Once we understand your goals, the associated timeframe and assets available, we research and then document our recommendations into your strategic financial plan.
Your plan includes step-by-step actions. We help you implement these actions as well as provide regular reviews* to ensure that the strategy remains relevant to your situation.
(*regular reviews will only be provided to clients as part of an ongoing service agreement and the frequency of review will be as specified in the agreement)
If you would like to speak to a Port Financial specialist or arrange a free consultation