Get trustworthy, personalized solutions for all your financial needs.
What You Can Expect
Our Win³ Gaurantee
Win 1
As a client, you can expect a thorough financial needs analysis, allowing us to tailor to your individual needs & prioritize your interests in order to help you meet your goals.
Once we review your case, we’re able to recommend the best strategies available for your goals.
*There is no requirement or expectation to utilize what we recommend.
Win 2
Win 3
Our clients never pay for our services, giving them peace of mind that we will always keep their best interest at heart.
All these wins ensure you our worry-free guarantee; that your goals, time, and finances are safe with us.
Our Services
Financial Literacy
Whether online or in person, we can coordinate a comprehensive class tailored exactly to your group’s age, needs, or interests. From grade school to corporate teams, we’re happy to host something especially for you!
*All personal consultations include a financial literacy module.
Build Savings
Once you understand how money works, you can effectively manipulate it. Remembering that money is a resource puts into perspective that it can run out… or it can grow without you really doing anything extra. We help you find the best methods for your needs, comfort level, and stage of life.
Protect Your Nest Egg
You’ve worked hard to set up your financial future. Don’t let a sudden change in the stock market or personal emergency be the reason you can’t rely on it to support you once you retire. We’re here to help you unlock specialized strategies you can utilize today in order to secure your nest egg, and help you pivot your mindset for how you’ll want to view these years for the best part of your life.
Establish Your Legacy
We all want to leave something behind to the ones most important to us once we’re gone. At Building Foundations, we take you through all necessary check points needed to ensure that you’ve done all you can to not only protect your family financially, but also give them the indescribable gift or peace of mind when you’re gone and to live their lives fully, without worry about where the funds will come from.