Financial Planning and Management Based on Values
The cornerstone of The Fusion Advantage is values-based financial planning and management.
As your financial advisor, we help you set your goals, develop an action plan, identify ways to overcome obstacles, and assess your progress over time.
We do this by developing a genuine relationship with you based on values. We communicate directly and honestly to help you create healthy financial habits that set you up to pursue your goals, all while we encourage you, motivate you – and redirect you when needed so you stay on track.
As you work toward your goals, life changes and you get older, our guidance changes too, to focus on what you need at that moment, while also keeping an eye on the long term.
We are very thankful to have joined forces with you to build a slight growth and safe nest egg as our Mom ages. We hope to be able to keep her safe and comfortable in her future years. Thank you for explaining and being thorough for us to understand. We also appreciate you staying in touch. We like hands-on knowledge. Thank you!
—Norma H.
9/23/2025
A Financial Coach Throughout the Decades
Throughout life, goals and plans change. And so should your financial plan. Whether you’re in your 20s or your 70s, we’ll help guide you through creating a financial plan that syncs to your current place in life and your future goals.
20s
- Student loan review
- Corporate retirement plan options
- Budget analyses
- Inheritance plan
30s
- Risk analysis
- Insurance review
- Education fund plan
- Establish emergency cash pool
- Debt management
- Beneficiary assignment
- Career benefit & compensation review
40s
- Optimize savings & retirement plan
- Estate plan review
- Integrate financial planning and management strategies
50s
- Consider health-care liabilities
- Fund retirement “catch-up” provisions
- Evaluate eldercare needs
- Generational financial education
- Establish a “career-optional” income strategy
60s
- Social security & Medicare planning
- Implement “career-optional” income strategy
- Consolidate accounts for effective planning
70s
- Wealth-transfer plan
- Family-wealth briefings
- Philanthropic endeavors
- Tax & trust strategies
