Financial Planning

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Navigating your life’s work

A well-designed plan empowers you. It wields your money like the tool that it is. It puts your wealth to work for you instead of the other way around. This blueprint is a comprehensive roadmap exclusively for navigating your best life.

Built on your unique circumstances, this map is insightful, intuitive, and designed to adapt to whatever opportunities and challenges you encounter. This customized approach helps you during a financial or personal crisis. No matter what life throws your way, we aim to provide peace of mind because you’ll know where you’re headed.

Do you want to retire someday?

How would you fill your days if money and time were not a concern?

Do you have specific financial goals or obligations (traveling, supporting family, charity)?

What are your various sources of income?

How much income do you need to live comfortably now?

How might your income
needs change over time?

If you had more money than you needed, would you change your spending habits?

What would you want to happen to your finances and family if you passed on?

Your Personalized Plan

Financial strategies are specific to each individual and are more effective when custom-tailored. Depending on the complexity of your story, getting started can feel overwhelming and complicated. But it doesn’t have to be. Our streamlined strategy selection process lets you quickly understand, prioritize, and execute when you’re good and ready.

We provide:

  • Customized recommendations based on your specific situation
  • Integration of your employer benefits and retirement plans
  • A plan for your concentrated employer stock and stock option
  • Extending our reach to your other advisors (CPA, insurance agent, estate planning attorney) by including them in the process (this is optional)
  • Breaking the implementation process into bite-sized pieces so that it’s easy to manage
  • Developing a strategic wealth plan that addresses every financial planning topic relevant to you, including the optimal time to deploy each item

At Stevens Capital PartnersSM

Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.

We listen. We strategize. We engage. We resolve issues.

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