What’s your financial planning and investment philosophy?

 

We believe that everyone can benefit from a financial plan, whether they are starting out and need to set up a budget  and emergency or pay down debt or have more complex issues such as investment strategies and retirement planning.

On the investment side, we believe in a buy and hold strategy. The sooner a person starts to save and invest, the sooner they can meet their goals. To this end, we use a core-satellite investment model by using a variety of Exchange Traded Funds (ETFs) along with some equities and bonds to achieve growth and hedge against downturns.

 

What type of clients do you work with?

 

We work with business owners to increase productivity and reduce financial stress for their employees. Our goal is to collaborate with owners and their employees to create a resilient, financially savvy workforce.

We also work with clients who are looking for overall financial planning, which includes but is not exclusively about investment management. We take an overall look at the pieces of their financial puzzle to put them together in a way that allows them to plan for the future while living today.

 

What is a fiduciary? Are you one?

 

A fiduciary is obligated to put their clients’ interests ahead of their own and to act at all times in the best interest of their clients. As a Certified Financial Planner™ and member of XY Planning Network, we work as a fiduciary for our clients.

 

Do you work with clients outside of Idaho?

 

Yes, we are able to meet with clients anywhere virtually. If you’re in the Pacific Northwest, we will also meet with you in person.

 

What time zone are you in?

 

The Mountain Time Zone. If you schedule a call or appointment through the link on our website, the time should automatically adjust to your time zone.

 
best investment books for beginners, best investor books for beginners, beginner investing books, best beginner books for investing, best book for beginner investor, best books to learn investment, best investing for beginners books, good investing books for beginners, best book for learning about investing, financial advisor lead generation service, normal cost of financial advisor, financial advisors in Boise, financial freedom, rich dad poor dad, how to think rich, retirement help
5008 Alworth St. Garden City, ID 83714
(208) 917-1899

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Achieve Financial Partners, LLC (referred to as “Achieve Financial Partners”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Achieve Financial Partners does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Achieve Financial Partners be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Achieve Financial Partners or an Achieve Financial Partner authorized representative has been advised of the possibility of such damages.

In no event shall Achieve Financial Partners, LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

All Rights Reserved © 2020 Achieve Financial Partners, LLC