Our Financial Services

We take the time to understand you — your values, the people you love, your financial situation, your concerns, and what success looks like to you. We believe that excellent financial advice starts with active listening, not product suggestions. We share the Falco Wealth story — our experience and credentials, our services, our fees, and any relevant conflicts of interest. We discuss whether Falco Wealth's services would be a fit for your needs. There's no hard sell. We give you the time and space to decide if we're the right match. We encourage your questions. Mutual Discovery can take more than one meeting.

Once we agree that we're a fit to work together, we solidify the scope of our relationship and identify what you can expect from Falco Wealth. We begin gathering the information necessary to build a clear picture of your current financial life. We talk through your Needs & Dreams and begin prioritizing them. This information becomes the backbone of your financial plan.

We analyze your current financial situation for strengths and weaknesses. We evaluate your Needs & Dreams to determine how well your finances support them. We develop realistic recommendations to improve your current and future financial picture, based on what matters most to you. We present these recommendations in clear terms to help you navigate your priorities and any necessary trade-offs." Please italicize "Needs & Dreams

Together, we implement your financial plan. We open necessary accounts and implement our recommended investment strategy. We implement our recommended strategies across tax, estate, education, and retirement planning – to name a few. A financial plan is a living document, not a one-time deliverable. We continuously monitor financial plans and investment portfolios for progress. We proactively offer updated strategies as your circumstances change. Our recommendations are delivered with the most updated view of your financial picture.