01. About Us
We know that you can choose from thousands of professionals who call themselves “Financial Planners,” but we also know that there is no substitute for education, credentials and experience. That is why our advisors hold the prestigious CFP®, among other specialized designations respected in the industry. In addition, because our advisors are independent financial fiduciaries, you’ll never need to worry about biased advice or proprietary products. Our loyalty is only to our clients.
We are not a huge, cookie cutter firm. We are simply highly qualified people who help guide other people on the financial journey of their lives.
02. Our Philosophy
We know that you do not plan for numbers in columns. You plan for what is important in your life… for people who are important to you…and we do not ever lose sight of that fact. From first time investors to the most savvy veteran of personal finance, we are always available to support, educate and offer insight tailored to the unique needs of each person we serve.
We understand that your investments are not just about money—they are what will allow you to realize your important and unique life goals. You tell us where you want to go, and our holistic financial planning process will help give you your best chance of getting there.
03. Our Process
Process doesn’t have to be a standardized sequence of generic questions, answers and tasks. There is no substitute for getting to know someone through old fashioned conversation. Our process is very efficient, yet highly personalized and painless. It allows us to truly understand your unique situation and the things that are most important to you, in both the present and in the future. Put succinctly, we need to understand who you are to know exactly how we can best serve you.
More details about our process
Four-hundred years ago the English poet, John Donne, wrote the line: "No man is an island, entire of itself; every man is a piece of the continent, a part of the main." So, too, is the integration of each component of financial planning. As CFP’s®, the advisors at Renaissance Financial Management fully subscribe to the integration of all aspects of financial planning and financial asset management. Our approach is holistic.
Each of Renaissance’s advisors has earned the prestigious designation of Certified Financial Planner®, but not because we need more letters behind our names. We limit our firm’s practice to professional CFP®s because we know how comprehensive financial education, experience, and a continual commitment to education combine to enrich the planning process.
Our clients are diverse and we do not attempt to fit them into cookie cutter services. We spend time listening to you and we address your description of your needs. From there, we use our extensive knowledge and experience to create a comprehensive strategy that is useful to you. Our goal is to meet your needs and partner with you throughout your lifetime in a dynamic, evolving financial PLAN — not to create a thick document earmarked for bedtime reading.
At Renaissance Financial, we can help you in any one of these diverse areas of financial services. What sets us apart, however, is our expertise at designing and orchestrating a holistic Financial Plan that focuses on your very personal financial future.