Our Planning Process
Listening & Engagement Session
We gather sufficient information to understand what "Your Best Life" means to YOU and begin to calm your fear and overwhelming feelings so you can Take Control of your money.
Financial Empowerment Plan
We examine "what-if" scenarios and determine how your money affects your best life and together we create an actionable Financial Empowerment Plan.
Plan Implementation
We help you implement each step of your financial empowerment plan to ensure you do not run out of money in retirement.
Ongoing Guidance and Support
We are your unemotional partner. We want to be the first call you make when faced with a financial challenge or opportunity. We will review your financial empowerment plan at least once per year.
Live Your Best Life!
At The Emerald Financial Group, our mission is to transform how you receive financial advice. We’re here to ensure you have a complete picture of your finances, empowering you to take control of your financial future and live your best life. From managing your money to building wealth, we involve you in every step of the process.
We know the value of having an unemotional partner who can offer clear, unbiased guidance. For over 30 years, we’ve dedicated ourselves to educating and empowering clients just like you to fully understand their finances and confidently make decisions that align with their goals.
Our focus is on providing you with a comprehensive understanding of your financial situation. We take the time to explain your investment options—how they work, why they may be right for you, and how they fit into your broader plan—so you can make informed choices. We believe in empowering you with all the information you need to feel confident in every decision, because your future is in your hands.
At Emerald Financial, it's not just about managing your money, it’s about giving you the control to make decisions that let you live the life you want. Whether it’s choosing to save more for tomorrow or finally taking that dream vacation because you’ve saved for it—we take pride in knowing we’ve helped you take control and live your best life.
We regularly meet with clients of all sizes and financial backgrounds, using a hands-on approach to keep you on track with your goals. To help you stay informed, we offer e-newsletters, events, workshops, and other resources that provide the latest updates on financial news and economic trends.
We are proud of the work we do and look forward to celebrating your successes with you as you take control and build the life you’ve always envisioned.
Save adequately for the future
Be protected with proper insurance
Diversify Savings and Investments
Maximize your retirement plan
Leave a Legacy
Medicare Planning
