Our goal at Feller Financial is to help you create a roadmap that reflects your values, dreams, and the vision you hold for you and your family's future. 

 

We do this through a discovery process which occurs at our first meeting. 

 

Discovery Process Includes:

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• Meet your advisor

• Creation of Five Point Plan 

• Outline your values and why they are important to you

• Clarify your goals 

• Gather financial data

• Identify risk tolerance, investment time horizon, need for access to cash, tax position, etc. 

• An opportunity for you to ask questions or share any concerns you have

 

Whether you are investing to build wealth, protecting your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals we can help.