Financial Planning

By utilizing the most advanced software, Geneva Partners offers comprehensive financial planning to our clients to determine if future financial goals can be met. We work with our clients to establish life goals, determine assets and liabilities, and assess current financial positions. Our planning also includes knowledge and consideration of our clients’ estate plans and future expense levels. This process allows us to develop a comprehensive financial plan – that is monitored and adjusted as needed – to ensure a smooth transition through life’s financial phases.