What We Do

Financial Planning

At FSA, we know financial planning isn’t just about crunching numbers—it’s about creating a clear path for the life you want to live.

Imagine this: You’ve worked hard to build a career, support your loved ones, and set money aside for the future. But when it’s time to make those big financial decisions—like buying a home, saving for your kids’ education, or preparing for retirement—it can feel overwhelming.

That’s where we step in. We take the time to understand your goals and help you build a financial plan that fits your life and what you care about most.

The FSA Financial Planning Process

Get to Know You: Discovery Meeting

During our first meeting, we take the time to understand your financial picture, goals, and pain points. Then we gather crucial information, such as your income, expenses, assets, liabilities, and financial objectives.

Get Organized: Data Collection & Analysis

Next, we get a little more detailed! This step involves collecting and organizing the essential data and documents, including your tax returns and investment statements. We clarify all the information, identify your values, and evaluate your financial position.

Get a Plan: Developing the Financial Roadmap

During this step, our team gets to work creating a financial plan that’s tailored to your goals. We project future scenarios and design strategies for budgeting, investments, retirement, and estate planning.

Get on the Same Page: Plan Presentation

At this stage, we meet with you to review your personalized financial plan and get any feedback, ensuring that it aligns with your goals. We’ll address any concerns you have about our recommendations and finalize the direction of the plan.

Get Moving: Implementing the Plan

Finally, it’s time to take action! We put your plan into motion by setting up accounts, initiating investments, adjusting insurance, and applying tax strategies.

Get in Touch: Monitoring and Adjustments

One of our core beliefs here at FSA is that a financial plan isn’t a “set it and forget it” task. As we monitor progress, we adjust strategies for life changes or market shifts and update the plan as needed. This way, you can be sure that you’re staying on course.

Our approach is straightforward, practical, and always focused on what’s right for you.

Whether you’re early in your career, in the thick of it, or looking ahead to retirement, we’ll help you navigate your options with ease. From paying off debt to growing your investments, we’re here to provide guidance that makes sense and gives you clarity in your decisions.

With a solid financial plan in place, you’ll feel more confident about your future and ready to take on whatever comes next.

We’re Here to Support Your Future Success

Wondering if FSA might be the right fit as your financial advisor? Schedule a no-obligation meeting to learn more about us and decide if you want to work together.