Planning,
for a Sustainable Lifestyle
Welcome to CVW Financial, a Registered Investment Advisor. Whether you are looking to invest, get specific advice about personal finance, or would like to work on your financial goals, you have come to the right place.
Our process always starts with a conversation, where I listen to you and understand where you are in life, what you value, and what you want to achieve. From there, we collaborate on a personalized, step-by-step plan that helps you save more, plan for retirement, and make major life changes with confidence.
A sustainable lifestyle happens when all the pieces of your life are put together, like a puzzle, to create a comprehensive picture.
Services
Whether its comprehensive financial planning services or you need a partner to help you address a life event or financial goal, here are a few of the topics we can address:
Financial planning is an essential part of modern life, but can be a daunting task for people with already-busy lives.
I seek to help people meet their life goals over time and after careful consideration of all relevant details. Preserving and building assets is not done overnight. There is no shortcut to building wealth. There is, however, immediate satisfaction in starting the process and working towards a larger goal.
Independent, so your relationship is with a person, not an institution.
Fiduciary, with no sales of insurance or investments. This means you can be sure any recommendations are based solely on your needs.
Client-centered, with an emphasis on building long-term relationships
Transparent
Ethical in all interactions and transactions
Learn more on the FAQ page or the Blog, which has a mixture of advice and personal thoughts.
Patriot Ledger (Link)
Some additional information in the above link.
Clients
Each client’s life and each situation are fundamentally different and deserving of absolute respect and consideration. I look for only one type of person: those who want to take their finances seriously and work collaboratively to meet their goals.
The vast majority of people in this country do not work with an advisor or planner, potentially leaving so much on the table. If this is you, please call or email.
There is no income test and definitely no background preference.
Questions or Referrals
Simple Fees Structures
Planning: 1% of household income
Advising: 1.25% of assets under management
Hourly and special project fees available
I've always wanted to...... -
I wish I could travel more
-Have we invested enough?-
Can we afford a new house? -
Is our lifestyle sustainable? -
I've always wanted to...... - I wish I could travel more -Have we invested enough?- Can we afford a new house? - Is our lifestyle sustainable? -
Want To Learn More?
WARRANTIES & DISCLAIMERS
There are no warranties implied.
CVW Financial (C.F) is a registered investment adviser located in Plymouth, MA.
C.F. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. C.F.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of C.F.’s web site on the Internet should not be construed by any consumer and/or prospective client as C.F.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by C.F. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of C.F., please contact the state securities regulators for those states in which C.F. maintains a registration filing. A copy of C.F.’s current written disclosure statement discussing C.F.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov - or from C.F. upon written request. C.F. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CF.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.