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Our Process

At Backbone Financial, we recognize that no two clients are alike. In order to provide truly effective financial strategies, we adhere to a proprietary financial planning process that caters to your uniqueness.

Whether you seek to enhance your financial independence, broaden your investment portfolio, craft forward-thinking estate plans, or strengthen your small business, we can connect you with the tools to help you live the life you imagined.

At the heart of our process, we strive to truly understand the full picture of your financial situation. Through our family and business data questionnaires and asset inventory, we will analyze your circumstances and identify any potential gaps in your current financial plan. While we specialize in a number of financial disciplines, we make it our mission to deliver three fundamental services:

Creative Solutions

In our fast-paced world, modern investors need state of the art solutions. From retirement income planning and wealth creation strategies, to gift and estate tax-reduction strategies and more, we provide advanced financial plans toward meeting your goals.

Total Coordination

To protect your financial future, we ensure all areas of your financial plan meet your expectations. While implementing your custom strategies, we will coordinate our process with additional members of your advisory team, including CPAs and attorneys, to offer truly holistic solutions.

Accomplished Objectives

Financial planning isn’t just a means to an end. It’s the roadmap toward achieving your most important goals. Serving as your strategic partner, we are committed to turning your aspirations into your achievements. Simply put, we are driven to get things done.

Throughout our process, we have one concrete goal in mind for clients: that within six months of beginning our partnership, you will enjoy greater clarity and confidence in your financial life.