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Philosophy of the Financial Planning Process

When we say we want to get to know you at Fish and Associates, we mean you as an individual, not your bank statements and financial accounts. Every person and situation is unique, and we believe your value comes from who you are and your ideas, passions, and dreams. No one-size-fits-all strategy exists in our financial planning process. From women investors, young professionals, baby boomers, to LGBT couples and business owners, you have something that makes you stand out. Your financial plan should reflect all those wonderful qualities that make you unique. Our team is committed to taking the time to answer your questions, provide you with the level of service you deserve, and develop an inspired financial plan that cultivates confidence and security for the future.  

Never “Set It and Forget It"

It is our goal to develop an ongoing relationship with you that allows us to work together to adjust your financial plan as needed. Situations and goals may change over time because life transitions are real, and that’s why we routinely monitor your portfolio while keeping your interests in mind.

Contact Fish and Associates today to learn more about our financial planning process and our strategies for a long, financially independent life.