About
About Us | Our Mission Statement
At Precise Financial Solutions, we aim to redefine financial planning through holistic strategies tailored to each client's unique needs. As female business owners thriving in a predominantly male industry, we embrace our diversity as our strength, infusing innovation and empathy into every aspect of our services.
Our mission is to provide transparent, personalized financial solutions that empower our clients to navigate their financial journey with confidence and clarity. Through meticulous analysis and dedication to diversification, we strive to safeguard and enhance the wealth of those we serve, fostering long-term financial well-being and prosperity for all.
In our supportive and educational environment, clients feel heard, valued, and empowered to make informed decisions about their financial future. Our team of experts is dedicated to breaking down barriers, promoting financial literacy, and fostering lasting relationships based on transparency and respect.
With a steadfast commitment to innovation, integrity, and compassion, Precise Financial Solutions stands ready to be your trusted partner. ARE YOU READY?
Who We Serve
Precise Financial Solutions proudly serves individuals and families, providing them with tailored financial solutions to help them reach their financial goals.
We offer a wide range of services, from investments to retirement planning, tailored to meet the needs of every client.
Business
Owners
Business owners face unique challenges and needs that our team of experienced Advisers is familiar with.
Corporate
Executives
We have experience assisting highly compensated employees with a review of their employee plans and investment options.
New
Retirees
People nearing retirement or who are already in retirement have unique goals and plans for their assets that our team can help implement.
Working
Professionals
For those in the accumulation stage of their life, we offer innovative planning option to help achieve your goals.
Holistic Approach
At Precise Financial, we are dedicated to helping our clients reach their financial goals.
We provide a comprehensive range of financial and investment services that are tailored to meet their individual needs.
Our client process is focused on building a relationship with clients and understanding their goals before creating a financial plan tailored to their needs.
We are committed to helping our clients to make smart financial decisions.
Discovery
We start with an initial analysis of all you have accumulated and identify opportunities and gather context for future planning.
Design
We educate you on a proven and time-tested investment processes and create the core concepts of your wealth management or retirement plan.
Tailor
We work to adapt the investment plan to fit the nature of your goals rather than force-fitting all investments into some canned and predefined system.
Implement
We address and implement each investment solution in order of importance, until you can rest easy at night, knowing there will be no surprises
Service
We provide ongoing support as your life unfolds and goals evolve. We'll make sure to revisit your plan as time progresses.
OUR PHILOSOPHY
At Precise Financial, our philosophy is to help our clients make their financial goals a reality. We provide our clients with a comprehensive range of services, including financial planning, investment management, and retirement planning.
OUR COMMITMENT
We treat every portfolio with the same integrity and diligence as if it were our own.
We also practice a concierge-based approach to everything we do and with everyone we work with.
