Judgement Free Financial Planning

We believe financial planning is not one size fits all. Your plan should be as individual as you are.

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We Educate our clients about their money, Guide them to make balanced decisions, so they can cultivate opportunities to Grow towards their Goals.

Directing You Towards A Better Path To Success

Initial Consultation

We start by asking questions. Where do you currently stand financially? What are your short and long term goals? What things are important to you? You will no doubt have questions as well. If you feel we are the right fit for your financial journey, we will move forward.

Data Gathering

Designing a customized, effective financial plan means taking a 360 degree approach. We work with you to collect all of your financial information. This information will provide us with a complete picture of your finances.

Recommendations

After analyzing all the data, we will create several strategies for you to reach your goals. Over the course of two to three meetings, we will discuss the merits of each option, determine the plan that fits best, and put that plan into action.

Monitor/Adjust

We meet with you regularly to assess your plan and evaluate your progress. We continuously update your plan as markets change, and life events occur. We are always available to discuss new goals and answer questions.

Our Mission: To Help Turn Money Into Life Fulfillment

We Aim To Improve Investment Performance

Better Decision Making

We use innovative tools to help take you from an average consumer to a well educated investor so to help you avoid irreparable decisions with your money.

Risk Tolerance

Does market volatility make you nervous or exhilarate you? We use a unique questionnaire to find the speed you're comfortable traveling at with your investments.

Minimizing Costs

We work diligently to choose stocks, bonds, and other investments that will help provide upside benefits and limit downside risks all while keeping costs at a minimum.

At Verde Capital Management, We...

Put Your Goals First

Simplify the Complex

Advise Without Judging

We're In This Together

Together we get better results than we could on our own

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