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Unlike traditional financial advisors,
we love when clients ask for more meetings.
Can the right financial planner make you feel better about finances? We think so. That’s why when we meet potential clients, we don’t initially talk about assets, debts, or 401Ks. At Maestro, we take the time to learn about you.
Establish a vision
Identifying what is most important to you in life, where you want to go, and what you want to do along the way.
develop a strategy
Understanding where you are today, we bring investment, taxes, insurance, and estate planning into a comprehensive, flexible, and confident plan.
adjust regularly
Every quarter we can meet to review progress, life changes, and alignment to the plan. We balance personal and financial needs, and adapt the strategy accordingly.
WHY YOU'LL LOVE WORKING WITH US
We Deliver Peace of Mind
In your first meeting we’ll discuss more than your finances. We'll uncover the real, emotional factors that always play into them. We’ll define what makes you happy, then build a financial strategy to support it.
We Make Complex, Simple
We’ll create a personalized plan that has the flexibility to change with an ever changing set of life circumstances. Budgeting, saving, investing, starting a family, launching a business, leaving a job, planning retirement or setting up an estate. We will connect the dots for you.
We’re Always In Touch.
You can call us for any reason At any time, but every year, at least twice a year we’ll reach out to you and set up time to review progress, talk about any new priorities, and adjust accordingly.
