Professional Financial Guidance for families and small businesses
At Exfinia Financial Services, Inc., we help families navigate a sound course toward financial independence. As financial professionals we partner with clients to help them make informed and effective financial decisions. We believe that your financial success is built by our team gaining an understanding of your objectives and then offering guidance through the use of state-of-the-art tools and processes.
The key aspects of your relationship with Exfinia Financial Services, Inc.:
- Gain and understanding of your current situation, and of your financial goals
We gather information about your goals and objectives, any current investments or company retirement plans, your current insurance coverage, amounts you owe, etc. We also get to know your individual needs and preferences so we may tailor our suggestions accordingly.
- Analyze your current strategy and actions
Using our professional experience, supported by specialized tools and technology, we analyze your current financial picture and measure any surpluses and shortfalls against your financial goals. Strengths and weaknesses are identified, as well as areas for improvement. A comprehensive plan of action results.
- Present an action plan
After a careful professional analysis, we meet with you to review our findings. We also present an action plan of how to most effectively address any issues we have uncovered. Taking time to ensure that you have a complete understanding of the issues, as well as the strengths and weaknesses of any solutions, is key to moving forward with confidence.
- Implement plan
The next step after your approval of our proposed plan of action is for our team to implement our recommendations. You will be kept fully informed of our progress and will receive clear explanations of each step.
- Ongoing review and reporting
The final step in the Exfinia process is to monitor your progress through ongoing financial reviews as needed, and to make adjustments as necessary to help ensure that you realize your financial goals and objectives. As your life changes and evolves, we will see that your financial strategies change with you.