Designed for Your Life, Your Goals
Our Pledge
Ashwood’s SmartStart provides affordable, ongoing financial planning for young professionals and families. The subscription-based service offers a personalized approach tailored to each client’s unique financial situation, ensuring the flexibility and accessibility needed to grow wealth and plan for the future.
SmartStart supports clients through key life stages, including starting a career, managing debt, buying a home, and achieving family goals, with a focus on building a strong financial foundation.
Personalized financial planning tailored to your life stage and goals, powered by innovative technology and forward-thinking advice.
What you’ll receive:
Step-by-step guidance on budgeting, investing, saving for major purchases, and retirement.
Easy-to-follow strategies that take the stress out of managing your finances.
Ongoing support with access to professional advice whenever you need it.
One monthly subscription,
comprehensive financial planning.
Budgeting & Savings Plans: Tailored plans to help you manage expenses and build savings for short- and long-term goals.
Investment Strategies: Personalized investment portfolios designed for your risk tolerance and future aspirations.
Debt Management: Strategies to reduce debt while still saving for the future.
Retirement Planning: It’s never too early to start. We’ll help you take advantage of retirement accounts and employer benefits.
Tax Optimization: Guidance on helping maximize tax-efficient savings and investment options.
Optimize Your Early Earnings
Your income is a powerful tool for building wealth. We’ll help you create a budget, establish emergency savings, and begin investing so that your money works for you.
Navigate Debt
Whether it’s student loans or credit card debt, we’ll guide you through smart strategies to manage and reduce debt efficiently while keeping your financial goals on track.
Build a Future You Can Count On
From retirement savings to homeownership, we’ll help you establish a long-term plan to ensure you have a clear path to financial security and peace of mind.
Why Choose Ashwood Financial Partners?
Fiduciary Commitment: Your interests always come first – it's our obligation.
Cutting-Edge Technology: Innovative tools provide real-time insights and 24/7 access to your financial dashboard.
Tailored Strategies: Personalized solutions that fit your unique family and/or business needs.
Tax-Efficient Approach: Strategies designed to minimize your tax burden and optimize your wealth.
Comprehensive Services: From investment management to estate planning, we cover your financial bases and work with your professional team (CPA, attorney) for your future.
Financial Education: Empowering you with the knowledge to make confident financial decisions.
Transparent Communication: Clear, honest, and regular updates on your financial progress.
Agile and Independent: As an independent firm, we swiftly adapt to changes in your life and the financial landscape.
GET IN TOUCH
Ready to take control of your financial future? Schedule your complimentary consultation today and discover The Ashwood Advantage!
At Ashwood Financial Partners, we don't just manage wealth – we nurture your financial dreams into reality. Let's build your legacy together.