Journey Financial Planning & Tax Services, LLC is a fee-based, independent financial planning & investment advisory firm which integrates, faith and practice for kingdom impact. Our firm is dedicated to helping individuals, families and small business owners strengthen their financial stewardship and wealth building efforts. We believe in providing meaningful eternally focused financial counsel to all of our clients. We do not sell investments or financial products. We provide value based fiduciary advice and make specific recommendations based solely on your needs, circumstances and goals.
Journey Financial Planning believes now as we believed 15 years ago, that providing our clients with the piece of mind that their best interests are being considered 100% of the time is, and must remain, our top and unwavering business principle.
We provide financial planning, investment advisory and tax consulting services throughout all of New York State. In addition we provide limited services which include business planning, tax planning and financial coaching services in the following states: NY, PA, VA, MD, SC, NC and Florida.
To provide our clients with personalized, value-added wealth management in a manner that focuses on each client unique financial objectives.
Financial Planning is the allocation of limited financial resources to unlimited alternatives and is applicable to any one at any income or net worth level as all resources are ultimately limited.
To obtain a clear understanding of each individual client’s financial situation, develop and agree upon each client’s long-term financial goals, create and implement a financial plan that is focused on accomplishing those goals, providing on-going monitoring of the plan, and to recommend changes as needed to ensure the plan continues to stay focused on the client’s goals. This approach requires that we develop a hands-on partnership with each client.
Long term financial success does not happen by accident nor will it happen on its own. It requires customized planning and frequent review that only comes from the services of a competent and unconflicted advisory firm.
Please contact us to schedule a free, no obligation introductory consultation. We look forward to serving you in this capacity!