Private Wealth Management and Financial Planning in Austin, Texas
Personal finances are an integral part of our lives, dictating what we can afford, how we should save, and where our money should be invested. As life pushes forward and a spouse and kids become part of the picture, proper budgeting practices grow more important by the day. Fortunately, Resonance Financial can help you on your journey and help you accomplish your financial goals. Unlike other firms, we believe in getting to know the whole person – that time spent getting to know our clients is time well spent. Allow us to customize a plan specific to your needs by getting to know your personal values, interests, concerns, and motivations. Smart choices can make all the difference, which is why we provide advice for people like you to help you achieve the goals you have in place.
Smart Asset Management
As any wise financial planner will tell you, every investment decision involves risk and reward. You invest your money with the hope that you’ll be rewarded with a profitable return over time. The fact remains, however, that there are few guarantees in life, and most investments are exposed to risk and the potential loss of assets. In an effort to reduce risks, we will diversify your assets and effectively reduce your vulnerability to market changes in one investment category.
Our process of determining an efficient diversification strategy for you is based on three things:
- What you are saving for
- How much time you have
- How you feel about taking on risk
Risk is a major factor: how you feel about assuming risk will define your risk tolerance profile. While some investors are risk averse and utilize a conservative approach, others are willing to invest aggressively to reach their objectives. We can help you choose a plan you are comfortable with, and monitor and adjust it along the way. As your investments grow or decline, your portfolio may need to be rebalanced, and we will be there with you to help you adjust accordingly.
Plan your Future with Us
Resonance Financial is a comprehensive private wealth management firm dedicated to helping people meet their financial goals. We are independent and fee-only, avoiding the conflicts of interest often seen at larger firms. Our financial planning and asset management services are customized for each client and utilize some of the top research, strategy, and planning tools available in the financial industry. We’re located in Austin, but have clients throughout Texas and several other states.