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The Savor Process
Define Your Goals
Together, we'll have in-depth conversations to define what you truly want + need (vs. what you THINK you need!)
Develop a Plan to Get You There
We'll analyze your current assets and create a detailed plan to get you where you want to be.
Put the Plan into Action, Together
At Savor, we believe a financial plan is only useful with action. We partner with you on every step and monitor progress.
What Does it Mean to Savor?
To savor life, like a good meal, is to slow down and enjoy it. To notice it.
Savor Financial was founded by a first-generation immigrant who found food to be a gateway to connection, culture, and home.
We believe that through a great financial foundation, life can be savored more.
What You Get:
A Step-by-Step Financial Plan
The roadmap to your future, powered by a robust financial assessment. Your plan will have actionable steps to leverage your assets and reach your goals.
Implementation Management
We'll track all deadlines, help you with each and every step, and make sure things stay on track!
Personalized Analysis
Through an in-depth review of your assets, debts, and accounts, we'll get an understanding of your true financial picture.
Investment Portfolio (optional)
We can manage your investments, make all moves, and re-balance assets whenever necessary. Rest easier with our expert eyes on your portfolio.
Confidence in decision making
Mindfulness about their money
A feeling of control
A deeper understanding of themself
Stronger communication + understanding (for couples)
Our Clients Typically Gain:
To Savor is to Know Yourself.
Understanding what you really want (and what you have) can help you use your financial resources more mindfully.
Are you spending without thinking? Are you too scared to spend?
We Value:
Safety
Kindness
Transparency
What are your values?
Collaboration
Optimism
Discovery
Pricing
We believe planning is a continual process that adapts to your evolving life.
$5000
Pricing starts at
per year
PS: Savor Financial is a Fee-Only Fiduciary.
This means we only serve your interests. No hidden agendas, no selling products. Just what is best for you.
To Savor is To Enjoy.
We believe the focus should be on a joyful, content life, aligned to your values.
If you weren't worried about finances, what would you want most in life?
Story
Founder
ADV
Planning
Process
Pricing
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