What We Offer

Craig DuVarney, CFP offers trustworthy and comprehensive financial planning advice that helps you efficiently utilize your financial resources so that you may live your ideal life. This service includes, where appropriate, advice in the following areas: retirement planning, investment planning, tax planning, estate planning, education planning, protection planning, and cash-flow planning.

The first step in the financial planning process is to schedule a complimentary consultation with Craig. Once you have scheduled a date and time to meet, you will receive a Personal Information Form to complete. At your meeting, Craig will take the time to understand more about your goals and present financial situation. At the end of the meeting you will clearly understanding the scope and nature of our engagement, as well as what you specifically hope to accomplish by working together.

Should you decide to engage Craig as your Certified Financial Planner™, he will gather additional information about your financial situation and goals, in order to ensure that his advice is accurate and comprehensive. He will, over a series of meetings, review his recommendations with you to enable you to make informed decisions about your financial affairs. Craig believes in explaining financial concepts in language everyone can understand, as well as ensuring that every client is comfortable with the level of risk in his or her financial plan.

Thereafter Craig will work with you to implement his recommendations and bring your financial plan “to life”. This may include investment strategies, as well as insurance solutions, such as life, disability, and long-term care insurance. Craig believes in a holistic approach to financial planning, and will also provide you access to other professionals, such as attorneys and accountants, to help you implement your plan.

Financial planning is a life-long process, and Craig is committed to keeping you on-track for your goals and updated on changes that may apply to you. As a result, Craig’s office will contact you on an annual basis to schedule your complimentary Wealth Annual Review Program (WARP)TM meeting. In these meetings Craig will address any questions or concerns you may have, and review any changes to your financial position since your last meeting. You will also have the opportunity to review your progress towards your financial goals, as well as evaluate any changes or recommendations necessary to keep you on track for your financial goals.

Financial planning is an empowering process, and in some cases a life-changing process. Financial planning provides direction and meaning to your financial decisions. As a result, you are able to see how the financial decisions you make impact the other areas of your finances, and more importantly, your life. By viewing each financial decision as part of a larger picture, you can consider its short and long-term effects on your goals. You can also more easily adapt to changes and feel more secure that your goals are on track. By efficiently utilizing your financial resources in this manner, you can live your ideal life.