What is Entirety?
Entirety en·tire·ty | \ in-ˈtī-rə-tē, -ˈtī(-ə)r-tē \: the state of being entire or complete.
Entirety Financial is a comprehensive financial planning and wealth management firm built on the belief that we best serve our clients from a place of collaboration. We view our clients as more than accounts or portfolios; they are whole individuals whose goals and dreams we have the privilege of helping make real. We endeavor to serve our clients’ needs in their entirety through authentic, collaborative, and enduring relationships. We measure our success not only by the performance of our clients financial goals, but also by the integrity and endurance of the relationships we have with them.
- Let’s get to know each other
- Are you a good fit for us?
- Are we a good fit for you?
- Data collection
- Current assessment
- Goal formation
- Detailed next steps for both you and us.
- Setup your personal financial dashboard
- Collaboration with CPA’s, attorneys, and other professionals
- Financial Coaching
- Engaging Service
- Unbiased Advice
- Life-long Learning & Coaching
- On-Going Investment Management
- Reviews and adjustments