We begin with listening—we listen to you so we can understand what you want from your future and your financial plan. We learn about the preferences, priorities and dreams that you have so that we can create a customized plan. Symphony Financial is a team that knows and understands you—a team that isn’t going to forget the little details that make this process yours.

Next, we collaborate with you to build a financial plan that addresses every element of your financial life. It’s important that we consider how every component works together in harmony. We want to make sure nothing is left out and no opportunities are lost. We also want to make sure risks are mitigated.

Once Symphony knows what you want your plan to look like, we perform—we implement the solutions we’ve identified. We maintain and manage your strategies, working in concert with our internal team and with you so you can relax and enjoy your life—so you can live more and worry less.