Individuals & Families

We believe a solid financial foundation is critically important to you and your family.

Couple meeting with professional

When developing a personalized financial plan, having a deep understanding helps us to:

  • Identify and prioritize your needs and goals, both short and long term
  • Address your concerns
  • Assess all risks pertinent to your plan
  • Ensure you and your family are on the best course to achieve your goals

Our financial planning process:

  • Is thoughtful, caring and compassionate
  • Follows guidelines set by the Certified Financial Planner® Board of Standards
  • Combines goals-based advice with sophisticated modeling
  • Provides tools that allow you to follow your progress
  • Offers the flexibility to adjust priorities whenever necessary
Chart showing Axiom Methodologies for financial services

What to expect when you begin working with Axiom:

When you start working with the Axiom team, we use industry-leading planning software to analyze your current situation and create your individual financial plan. Once the overall plan is approved, we can transfer any accounts from other institutions, so they can be properly monitored and managed by our team.

Additional Benefits:

  • Meeting with members of our team on a regular basis (at least annually) to review your personalized financial plans and to modify your goals as needed
  • Periodic internal reviews of your plan between your meetings with us to ensure that you remain on track
  • Investment Policy Statements that clearly identify the appropriate asset allocations for each individual account, to better manage necessary risks and expectations
  • Proactive guidance when economic conditions change substantially and could possibly impact your plan
  • Diversified portfolios that utilize both active and passive mutual funds and exchange-traded funds to achieve your goals
  • Ongoing due diligence on all the investment solutions we deploy for you, utilizing industry trusted third party research

The process at Axiom is unique because we get to know you before we create your financial plan. We strive to understand what keeps you up at night and how we can help put your mind at ease with a sound, personalized roadmap.

Your Better Financial Future Starts Here

Our team members listen and care. Please schedule a complimentary consultation with one of our knowledgeable professionals.

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