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Financial Planning


Your journey of improving your financial future all begins with a step. Let that first step be contacting us to help you go in the right direction. Contact us today--consultation is free.

Financial Planning is important to help you map-out and pursue future financial growth. At Desla Wealth Management, we follow a comprehensive evaluation process that enables us to evaluate your current and future state. We build a customized investment strategy that is tailored to your specific financial goals. Our objective is to help you control your financial situation through managing your money efficiently and preparing yourself for any unforeseen events.  

Our Process

Evaluate your current financial state

  • Assess your income, savings, expenses and debts.
  • Prepare a list of current asset and debt balances.

Understand your future financial goals

  • Identify and list your short and long-term goals (i.e. purchasing a new home, advancing in your career, retirement ...etc.).
  • Prioritize your financial goals.

Develop specific financial goals

  • Create S.M.A.R.T. goals (Specific, Measurable, Attainable, Realistic and Timely).
  • Evaluate different courses of action by reviewing opportunity cost and risk.  

Build and implement a financial plan

  • Create and review a customized plan.
  • Implement agreed upon plan.

Ongoing Review of the plan

  • Review and monitor investment funds.
  • Provide recommendations regarding the plan when appropriate.

Schedule an appointment

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