COMPREHENSIVE FINANCIAL PLANNING
Our comprehensive process begins and repeats as follows:
- Connect: We connect with our clients and prospects to win their trust.
- Clarify: We gain clarity on our clients’ needs and goals.
- Plan: We build a plan that will bridge the gap between where clients are now and where they want to be.
- Invest: We then fulfill the plan.
- Communicate: We work with our clients to agree on how often and by what method to communicate, review, and update the plan as life events occur.
- Review: As time goes on, we repeat these steps as necessary.
Bridging where you are to where you want to be through timeless financial advice / Contact us today to get started!
James River Wealth Advisors
15521 Midlothian Turnpike, Suite 100
Midlothian, VA, 23113
Eli's Village
E: inquiry@elisvillage.com
P: (804) 302-0502
Advisory services offered through James River Asset Management, LLC. Insurance services offered through James River Wealth Advisors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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