Whether you hire us for our Fully Comprehensive Financial Planning or individual service or products, we will always do what is in your best interest.
Welcome to Catalano Financial.
We use the Values Based Financial Planning methodology.
“Goals always change. Values never do!”
Peter Catalano
Our Service
What Service We Offer
The Financial Roadmap (FRM)
The Financial Roadmap (FRM) is a unique tool used to help identify core values, goals and current snapshot of your finances. When properly completed, you have a wonderful vision board to help keep you focus on your goals for reasons important to you.
The FRM experience takes about an hour and a half. You and your spouse/partner need to be in attendance. In addition, have all of your financial information present at the meeting. This will provide a complete snap shot of your current financial position goals and values AND give you an opportunity to see if I would be a good trusted advisor for you. The meeting is all about you. After all, it’s your life and money we are discussing. By sharing your core values, goals and current financial status, you are creating the foundation to build a written plan that will help you live life on purpose.
Ready For A Financial Advisor ? Contact Us Today
Ready to explore Fully Comprehensive Financial Planning? Need Life or Disability Insurance? Have a question about an IUL? Book an appointment for an initial phone call to learn more.