Formynder Wealth Management Services
Ongoing Operational Financial Planning
Life is constantly changing and your financial plan should change with it. Formynder Ongoing Operational Financial Planning service provides continuous guidance to help you adapt with confidence and stay aligned with what matters most.
Whether you're active duty, transitioning careers, or planning for retirement, I work with you to create and maintain a plan that reflects your goals and values.
I cover every major area of your financial life:
Cash Flow & Budgeting
Education Planning
Tax Planning
Retirement Planning
Estate Planning
Investment Risk Assessment
Insurance Risk Assessment
You’ll receive personalized recommendations, regular check-ins, and support through every stage of life. I’m here to help you simplify the complex and move forward with clarity and peace of mind.
Ongoing Strategic Wealth Management
This service includes everything offered in Ongoing Operational Financial Planning, plus professional investment management tailored to your goals and risk tolerance.
Whether you're just getting started or already building wealth, I believe everyone deserves access to personalized investment guidance. That’s why I have no investment minimums.
In addition, I manage your investments to align with your financial goals, time horizon, and risk profile. Portfolios are designed with purpose, built for long-term growth, managed with care, and integrated into your overall plan.
Project-Based Financial Planning
One-time assessments tailored to your needs
For those seeking guidance on a specific issue , I offer project-based financial planning. This service is ideal when you want a focused assessment without ongoing support.
I can address one or more areas of comprehensive financial planning:
Cash Flow & Budgeting
Education Planning
Tax Planning
Retirement Planning
Estate Planning
Investment Risk Assessment
Insurance Risk Assessment
A brief discovery meeting is required to understand your needs and provide a personalized cost estimate.
Faith-Based Financial Planning
Available at no additional cost to any selected service option
For those who seek to align their financial decisions with their faith, I offer faith-based planning as an added layer to my comprehensive services.
This approach views financial stewardship through the lens of Scripture, helping you manage resources with wisdom, generosity, and purpose. Together, we explore how biblical principles can guide key areas of your plan, including:
Generosity and giving
Biblically-aware investing
Tax-efficient charitable strategies
Whether you’re giving, investing, or planning for the future, this service ensures your financial decisions reflect your values and walk of faith.