Building Wealth Through Meaningful Relationships
A Unique Approach to Financial Planning and Wealth Management
At AVID Planning, we believe financial planning should be a collaborative, personalized journey that aligns with your values, aspirations, and life goals. We go beyond simply managing your finances; we help you understand the deeper connection between your financial decisions and their impact on your life.
Our Guiding Philosophy
We approach financial planning with a client-centered approach, focusing on:
- Values-Based Planning: We collaborate with you to understand your core values and translate them into a meaningful financial roadmap.
- Purposeful Goal Setting: We guide you in setting achievable goals that align with your aspirations.
- Actionable Strategies: We provide clear and actionable steps to execute your plan and achieve your financial goals.
- Support and Collaboration: We believe in building strong relationships and providing ongoing support throughout your financial journey.
Our Services
Our comprehensive services include:
1. Financial Planning & Investment Management
- Comprehensive financial planning that considers all aspects of your financial life
- Investment portfolio management tailored to your unique goals and risk tolerance
- Retirement planning and analysis
- Estate planning and legacy considerations
2. Purpose Driven Money System
- Develop a personalized money management system based on your values and goals
- Track your income and expenses with clarity and ease
- Align your financial activities with your aspirations and values
3. Financial Education and Empowerment
- Access educational resources and tools to become a more confident investor
- Develop the skills and knowledge to make informed financial decisions
- Receive ongoing guidance and support from experienced professionals
Meet Our Team
Our team of experienced professionals is dedicated to providing personalized attention and a seamless client experience. Get to know our individual backgrounds and passions:
- David Harpool: AAMS Planner with a passion for building meaningful relationships and understanding clients' core values.
- Jack Arnold: CFP Planner with expertise in investment strategies and financial planning.
Let's Get Started
At AVID Planning, we believe in the power of financial planning to create a prosperous and fulfilling life. Contact us to schedule a complimentary consultation and take the first step towards financial clarity and well-being.
Exceptional Service
AVID Planning has received glowing reviews from numerous satisfied clients. Reviewers praise the exceptional service provided by Jack and David, highlighting their expertise, thoroughness, and genuine care for their clients. Many reviewers have been working with the team for years and have seen significant improvements in their financial situations.
Personalized Attention
Reviewers praise the personalized attention and sound advice provided by the team. They emphasize the importance of the team's willingness to listen, understand, and address clients' unique concerns and goals. The team's availability, responsiveness, and commitment to excellence are also consistently praised.
Transformational Impact
Some reviewers have credit AVID Planning with transforming their lives by helping them overcome financial anxiety, build assets, and achieve their goals. The team's ability to educate and equip clients with the knowledge and skills to manage their finances effectively is also highlighted.
Recommendations
Reviewers highly recommend AVID Planning and have even referred friends and colleagues to the team. The team's dedication to offering value to every client and maintaining excellence is particularly noteworthy.
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