Financially Healthy works with clients to improve their financial health through the following process:
*Identify and evaluate clients' financial strengths, weaknesses, goals, concerns, and priorities.
*Create and implement with clients a To Do list of recommended actions to improve clients' financial health.
*Meet with clients twice per year to help them make good financial decisions and stay on track for their financial goals. Set up additional phone calls and meetings as needed during the year to handle financial changes as they happen.
*Set up, monitor, and adjust clients' investments.