Redwood Financial Planning

Redwood Financial Planning is an independent, client-centered wealth management and financial planning firm dedicated to helping individuals and families achieve their financial aspirations. We understand that financial success isn't just about accumulating wealth; it's about creating a secure and fulfilling future for yourself and your loved ones. Our team of experienced financial advisors is passionate about guiding our clients through every stage of their financial journey, providing personalized strategies and unwavering support.

Our Approach to Financial Planning

At Redwood, we believe that a comprehensive financial plan is the cornerstone of financial well-being. Our approach is built on a foundation of open communication, collaboration, and a deep understanding of your unique circumstances. We begin by taking the time to get to know you, your goals, and your risk tolerance. Through an in-depth discovery process, we uncover your financial aspirations, identify potential challenges, and develop a tailored plan that addresses your specific needs.

Our financial planning process is a continuous journey, not a one-time event. As your life evolves, so will your financial plan. We work closely with you to monitor your progress, make adjustments as needed, and ensure that your plan remains aligned with your changing goals and objectives.

Services We Offer

Redwood Financial Planning offers a comprehensive suite of services to meet the diverse needs of our clients.

• Financial Planning: We help you develop a roadmap for achieving your financial goals, encompassing everything from budgeting and debt management to retirement planning, college savings, and estate planning. Our financial plans are designed to provide clarity, direction, and peace of mind.

• Asset Management: We create customized investment portfolios tailored to your risk tolerance, time horizon, and financial objectives. We utilize a diversified approach, utilizing low-cost investments and employing active management strategies to strive for optimal returns while minimizing risk.

• Risk Management: We understand that life is full of uncertainties. We work with you to identify and mitigate potential risks to your financial well-being, including protecting your assets from market volatility, safeguarding your income through disability insurance, and ensuring your family's financial security with life insurance.

• Retirement Planning: Retirement planning is a critical aspect of financial security. We help you develop a comprehensive strategy for funding your retirement, including exploring various retirement account options, estimating your retirement needs, and creating a plan to reach your retirement financial goals.

• Employee Benefits Consulting: For business owners, we provide expert guidance on designing and implementing employee benefit programs that attract and retain top talent while keeping costs under control. We specialize in helping businesses evaluate and implement effective 401(k) plans, health insurance, and other benefits.

Our Commitment to You

At Redwood Financial Planning, our core values are integrity, transparency, and client-centricity. We believe in building long-lasting relationships with our clients based on trust, mutual respect, and a shared commitment to financial success. We are dedicated to providing you with clear, concise, and actionable advice that empowers you to make informed financial decisions.