Get clarity and organized with your business finances using our bookkeeping services.
We create a custom investment strategy that you can understand and feel confident in.
Quarterly or Semi-Annual meetings to establish financial goals and develop a plan to reach those goals.
together
Here's how we can work
Set a firm foundation with our quarterly or semi-annual financial planning package. In our meetings (quarterly or semi-annually) we delve into what’s most important to you and then construct a financial plan tailored to your unique circumstances. We walk through it all: cash flow +insurance + estate planning +retirement + education planning + tax planning.
Set a firm foundation with our quarterly or semi-annual financial planning package. In our meetings (quarterly or semi-annually) we delve into what’s most important to you and then construct a financial plan tailored to your unique circumstances. We walk through it all: cash flow +insurance + estate planning +retirement + education planning + tax planning.
Foundational Planning
Financial Planning
Masters Financial is focused on one thing, helping you enjoy your money today while also feeling confident in the future. We are a judgement-free place to work through the process of managing your money well.
Why work with masters financial?
?
I am a licensed Investment Advisor in the state of Arkansas. I have a bachelors in finance and accounting, with experience in banking, insurance, and financial coaching.
what are your qualifications?
?
You betcha!
I'd love to meet with you and learn more about what's important to you!
do you offer a free consultation
?
Masters Financial has no incentives to sell/push any additional products. We do not receive commissions/bonuses or any other compensation as we believe that creates a conflict of interest.
What does fee only mean?
?
Essentially, it is making your money follow your values & goals. We do this through planning cash flow, college savings, retirement, insurance, and estate planning.
what is financial planning?
?
If you find yourself using a lot of "should" phrases like: "I should start saving for retirement, should get a will", etc. A financial advisor can help take these "shoulds" away and give you peace of mind knowing there is a plan in place.
