Investment Advisory Services

Building Your Financial Plan

From our very first meeting, Main Effort will listen to what is important to you. Using our 5 step process, we will customize a financial strategy that works toward your goals and objectives. In this way, Main Effort will provide a clearly defined path forward, with benchmarks along the way to measure success.

1. Data: We gather all pertinent information, and discuss goals and expectations;

2. Disclosure: We provide a clear snapshot of current status;

3. Discussion: We flag areas of strength and those of concern;

4. Design: We develop a plan to work toward your goals, with clear benchmarks and flexibility built in.

5. Dedication: We monitor, adjust, and advise as we move forward.

Additional Advisory Services

Advisory services encompass a much broader range of topics in addition to investment planning. We provide a full range of services that include:

Cash Flow Analysis

Tax Considerations

Insurance Evaluation

Educational Planning

Business Considerations

Real Estate Considerations

Debt Management

Estate Planning Considerations

Divorce Considerations

At Main Effort Financial, we listen to our clients. They share with us their hopes, ambitions and goals. During our analysis process, we examine every aspect of your situation that could influence your overall plan. We provide investment advice in support of your overall strategy on a fee-based or fee-only program. This ensures that we provide unbiased advice and our recommendations directly correlate with your individual goals and objectives.