Headway Financial Planning

Headway Financial Planning Headway Financial Planning Headway is a planning firm that develops customized financial plans solely toward the goals of each individual and family.

We are not in the business to sell investment products or insurance and we are not looking to gather assets to place under our management for a fee. Headway’s goal is to provide the clarity, knowledge and foresight and the ongoing financial expertise that gives our clients the ability to make financial decisions with confidence and in the light of reality. Each plan is based on a thorough understa

nding of our clients wherewithal, needs, financial goals and desires. These plans and your relationship with Headway is not meant to be a onetime engagement but an ongoing partnership, including not only your planner but a team of financial professionals put together with the assistance of your planner with your goals as their sole focus. Life is dynamic and full of change so being prepared and having right people to work with gives you the advantage.

05/29/2012

Be sure to join us for Assets and Accessories on Saturday, June 2nd, 10:30 AM at Cafe Ivéta in Santa Cruz. Why Finance & Fashion? Because they both involve very personal and individual decisions that affect our present and future lives.

05/29/2012

HEADWAY PHILOSOPHY

We at Headway are committed to serving our clients to the very highest ethical and professional standards. We pledge ourselves to the CFP Board of Standards Code of Ethics. We sell no financial products and receive no commissions so you can be sure our advice is objective and focused on what is best for you. Our hourly fee is the only compensation we earn. You only pay for what you need. We believe that a team approach is the most successful and work with other financial professionals such as CPA’s, Estate Attorneys, and others as appropriate, to create a panel of experts for you with your needs and goals at the heart.

Be sure to visit my new website at:http://www.headwayfp.com/
05/29/2012

Be sure to visit my new website at:
http://www.headwayfp.com/

Headway Financial Planning is a fee-only firm whose goal is to provide ongoing financial expertise customized to our client’s individual needs and desires

Address

Ben Lomond, CA
95005

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14083145974

Website

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