Measuring the true value of wealth
Birchwood Financial Partners launched in 1990 with a vision to help clients improve their quality of life. This vision is realized every time our clients feel a sense of fulfillment and abundance from living on purpose, knowing their money is working for them and expanding their potential.
Our experienced financial planning professionals can help you identify how money intersects with your values around family, meaningful work, lifestyle and giving back. Our process helps you gain clarity around goals and build a tailored plan for protecting and growing your financial foundation. Along the way, we’ll advise you on simple ways to stay organized and informed around your financial choices.
Many clients come through our doors with questions like:
- How do I know if I have enough – and what is enough anyway?
- How do I approach planning for my retirement in a thoughtful and systematic way?
- How does this planning thing work?
- Am I doing all I can to provide for my future and my family’s future?
At the end of the day, it’s about how you want to live and make a difference. Contact us to get started 952-885-9088 or firstname.lastname@example.org.