Financial and Investment Planning
Our Financial Planning and Investment Management services are designed for one-stop shopping. We will provide you with a holistic and comprehensive financial plan for a reasonable fee. Should our recommendations include the reallocation or rebalancing of assets, you have a choice as to where to go. If you choose Statera Financial LLC to manage your assets, we provide Investment Management through Third-Party Custodians with managed portfolios through partners such as Morningstar, Gradient Investments, and Rubicon Crypto.
What goes into the process of creating a Financial Plan?
- Gathering information (Qualitative and Quantitative goals)
- Analyzing the information
- Formulating Recommendations
- Presenting the Plan
- Implementing the Plan
- Following up on the plan