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What We Do
Ongoing Financial Planning
We partner with you longterm, to make sure your plan is always supporting you.
Plan Implementation Partnership
No overwhelming financial feelings here. We become your reliable accountability partner to put your plan into action, together!
Investment Management (optional)
We can manage your investment portfolio, so you don't have to.
What Does it Mean to Savor?
To savor life, like a good meal, is to slow down and enjoy it. To notice it.
Savor Financial was founded by a first-generation immigrant who found food to be a gateway to connection, culture, and home.
We believe that through a great financial foundation, life can be savored more.
What You Get:
A Step-by-Step Financial Plan
The roadmap to your future, powered by a robust financial assessment. Your plan will have actionable steps to leverage your assets and reach your goals.
Implementation Management
We'll track all deadlines, help you with each and every step, and make sure things stay on track!
Personalized Analysis
Through an in-depth review of your assets, debts, and accounts, we'll get an understanding of your true financial picture.
Investment Portfolio (optional)
We can manage your investments, make all moves, and re-balance assets whenever necessary. Rest easier with our expert eyes on your portfolio.
Confidence in decision making
Mindfulness about their money
A feeling of control
A deeper understanding of themself
Stronger communication + understanding (for couples)
Our Clients Typically Gain:
How It Works
Discovery
We'll review your documents, and talk through your values.
Goals
What are you wanting to get out of life, and from your finances? We'll work through this together, to discover what is most important for you.
Action
We'll meet to start reviewing and implementing a plan. Each meeting will be about one relevant topic, and we'll break tasks up into manageable, bite-size bits.
What Happens Next?
We believe that financial planning, like exercise, is an ongoing process. It should change as you change.
That's why all of our clients work with us longterm. We'll help you stay on top of action items (and complete them for you whenever possible).
We'll meet quarterly (or more often if needed) to discuss relevant financial topics like:
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Risk Management
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Insurance
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Estate Planning
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Asset Allocation
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Budgeting
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Business Finance (for all you business owners out there!)
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Tax Planning
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and anything else that is urgent or relevant to you!
To Savor is to Know Yourself.
Understanding what you really want (and what you have) can help you use your financial resources more mindfully.
Are you spending without thinking? Are you too scared to spend?
We Value:
Safety
Kindness
Transparency
What are your values?
Collaboration
Optimism
Discovery
Pricing
We believe planning is a continual process that adapts to your evolving life.
$5000
Pricing starts at
per year
PS: Savor Financial is a Fee-Only Fiduciary.
This means we only serve your interests. No hidden agendas, no selling products. Just what is best for you.
To Savor is To Enjoy.
We believe the focus should be on a joyful, content life, aligned to your values.
If you weren't worried about finances, how would each day be different?
What You Get:
Investment Portfolio (optional)
We can manage your investments, make all moves, and re-balance assets whenever necessary. Rest easier with our expert eyes on your portfolio.
Personalized Analysis
Through an in-depth review of your assets, debts, and accounts, we'll get an understanding of your true financial picture.
Implementation Management
We'll track all deadlines, help you with each and every step, and make sure things stay on track!
A Step-by-Step Financial Plan
The roadmap to your future, powered by a robust financial assessment. Your plan will have actionable steps to leverage your assets and reach your goals.
Confidence in decision making
Mindfulness about their money
A deeper understanding of themselves
A feeling of control
Our Clients Typically Gain:
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