As every athlete knows, a strong core isn't just for looks. Comprised of multiple muscle groups, it is essential for peak performance, stability and injury prevention. When your core is weak, other muscle groups try, but fail to take over, ultimately leading to breaks, tears, and limiting your ability to perform.
The same is true when it comes to a client's financial plan. We chose Core Financial Partners to reflect our belief that at the core of every relationship is open communication and trust. We learn what is most important to our clients and allow that understanding to guide interactions and advice. Goals and objectives provide focus, purpose, vision, and direction for the financial planning process and personal values and attitudes shape priority placed on them.