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Short Term and Long Term Financial Planning

A sound financial plan is more than the sum of its parts. Stalt Financial will help you strategically design a financial plan with both your short term and long term goals in mind. 

How are we different?

Who We Help

Stalt Financial is a collaborative partner to you at whatever phase you find yourself in your financial journey. 

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Wealth Builder

Wealth Builders are at least 10 years out from retirement, and in the accumulation phase of their journey. Whether you are new to investing or experienced and looking for strategic ways to build your wealth, we will be your collaborative partner, helping you maximize your financial potential.

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Wealth Protector

Those seeking ways to preserve their wealth and/or maximize income without taking on more risk. 

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Business Owners

Business Owners have  unique needs that require a specialized approach.  We recognize that your personal financial success is intrinsically tied to your businesses success and Stalt Financial can help strike that balance.

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Affluent/High Net Worth individuals have intricate needs that go beyond basic financial planning. 

High Net Worth
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Special Needs

Families who have special medical considerations need highly individualized financial planning.  

We believe a sound financial plan is more than the sum of its parts. 

The Gestalt Financial Planning Process is based on the idea that financial planning should not only focus on individual elements, but on how those elements work together to help you achieve your short and long term goals.  Stalt Financial provides highly personalized, fiduciary guidance that is tailored to your goals and needs.

Let's Get Started

We will start with a 15 minute chat to get to know each other better. You are free to ask any questions and we'll learn more about your specific areas of need. This is a great, low pressure way to see if we may be a good fit. 

LEARN

Next,  we review your present financial situation in a Free 60 minute Introductory Meeting. Our objective is to get to know you, your family and your aspirations and determine how we can best assist you. 

DISCOVER

If you choose to work with us, we begin The Gestalt Financial Planning Process. This collaborative journey will allow you full access to our team and resources as we help you reach your goals and beyond!

EVALUATE

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