Building a Financial Foundation


Just starting… An individual comes to us with a recent salary increase, a marriage on the horizon, and a great business opportunity – but doesn’t know where to begin to evaluate a prudent path to building a strong financial foundation and security. We will establish a financial plan that provides detailed action steps, consider what is truly important to the individual, and adapt to change along the way. There are many decisions ahead for someone just starting out and there is not one set path.

How do you begin? The most important aspect of wealth planning is protecting what you value – the lifestyle you enjoy today and anticipate for tomorrow, your children’s education, the ongoing strength of your business, where and how you will live in retirement, and the legacy you will leave. Are you prepared for unexpected expenses or a change in income? Is your savings account in line with your goals – like buying a home, going on vacation, or sending the kids to summer camp?

Experience has taught us that the following factors are critical to achieving wealth:

  • Number of years that an individual has been consistently saving and investing
  • Amount saved
  • Asset allocation of their portfolio

At Warner Financial, we work with you to develop a financial plan that will serve as a guide to Accomplishing Goals.

4550 Montgomery Avenue, Suite 352N – Bethesda, Maryland 20814 – P: 301-961-9505 – F: 301-469-3424 – E:

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