Holistic Wealth with Us
Mapping Your Financial Journey
01
Analyze & Shape the Horizon
We’ll discuss your current financial situation and define your goals. Florin Group is here to help you turn your small, everyday conversations about money into real, achievable goals. We are here to shape that horizon with you.
02
Strategize to Meet Your Goals
Based on our experience, we’ll create a plan to achieve your personal and financial goals. Making your dreams and goals achievable doesn't have to be stressful. At Florin, we'll teach you to love your relationship with finance by finding a plan that suits you.
03
Implement & Discuss
We’ll put our plan into action (and fill out the necessary paperwork). While working together, we’ll have real conversations about money because open and honest discussions will help you lower expenses and reduce risk.
04
Review Your Progress
We’ll meet with you on a regular basis to review your progress and cheer you on. We’ll act as compassionate guides while your family continues to build trust, strengthen bonds, and work together toward common financial goals.
05
Adjust & Offer External Support
We’ll proactively monitor and rebalance your portfolio. We'll also work with our hand-picked network of accountants, attorneys, realtors, loan officers, and geriatric coordinators to support your family’s needs.