A Financial Plan Built Around Your Life
Your financial plan should be about more than investments. It should give you confidence that your money is working toward the life you want to live.
Our Approach
Our process starts by understanding where you are today, where you want to go, and what matters most to you. From there, we build a thoughtful plan and work alongside you to keep it on track.
Our Process
Step 1: DiscoveryStep 2: PlanningEither in person or virtually, we sit down together to find out what is most important to you. It’s important for us to learn where you are now, and where you want to go.
After learning about you and your goals, we will present our recommended proposal for you and your family.
Step 4: Monitor & AdjustStep 3: ImplementationThings change constantly. Family, Careers, Goals, Legislation, and more. We will be there to help ensure that your plan evolves to withstand the test of time.
After we agree on next steps, its time to put your plan into action. This is where the fun begins, and your plan on paper starts to become a reality.
Your Money, Held at Schwab
Independent advice. Trusted custody.
At Fleming Wealth, we use Charles Schwab as our custodian, giving clients access to the resources, technology, and security of one of the most established names in financial services.
Our relationship with Schwab is also personal. Before founding Fleming Wealth, I spent several years at Schwab working with high-net-worth clients and gaining firsthand experience with the platform and the people behind it. That experience gave me confidence in Schwab as the right partner for our clients.
You get the best of both worlds: the personal attention and independence of a boutique wealth management firm, combined with the resources and infrastructure of a large, established financial institution.
Have questions? That's where we start.
Tell us a little about yourself and what you're hoping to accomplish. We'll reach out to learn more and determine whether Fleming Wealth may be a good fit for you.