What We Offer
Barnett has two service offerings to meet the needs of two separate types of clients.
HOURLY FINANCIAL PLANNING
For those who would like a holistic financial plan, we lead you through a proven process that identifies your current financial situation and your financial goals and personal dreams, and then provides specific recommendations to help get you from here to there.
The process culminates in a detailed report that typically includes cash flow/net worth projections, retirement scenario analyses, education funding recommendations, and personalized investment advice. It can also include other components depending on your needs.
ONGOING FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
Barnett Financial offers ongoing financial planning and investment management services for those who would like a holistic financial plan as described above and who also have a need for ongoing wealth management services.
A financial plan isn’t a dusty 2″ binder you stick on a shelf – it’s a living strategy designed to put your wealth to work towards your goals. At Barnett Financial, your financial plan forms the basis of every decision we make together over the course of our relationship.