Taking care of you and those you love

FINANCIAL GUIDANCE
FOR LIFE AND LEGACY

Thoughtful, Holistic Planning

Running the numbers for today

Planning for Today

This is where we take a look under the hood of your current income, spending, savings, protections, and overall financial health. Let’s find opportunities to improve your current standing and position yourself for success. We’ll find those weaknesses (we all have blinders) that we can turn into strengths.

Enjoying tomorrow

Planning for Tomorrow

Do you know how well insulated your finances are from future life events, or how well prepared you are to set yourself up for work freedom? There are some critical steps you need to take to make sure your goals are aligned with your money. We’ll dig in to make sure everything is working together.

Looking out for those you love

Planning for Loved Ones

If something happens to you, are your family, friends, and trusted partners in a position to easily pick up the pieces while also working through their emotions? This is a part of the planning process that we too often ignore. Let’s jump in and make sure you are leaving an iron clad plan for your loved ones.

The Process

  • Discover and Define Goals

    Up front, we’ll need to get a firm grasp of your financial situation and pain points, then define your objectives. When it comes to your goals, let’s have fun and think big.

  • Evaluating your current situation

    Evaluate Current Strategy

    Next, we’ll assess your current financial path, take a look at the trajectory, and then identify those areas for enhancement.

  • Let's develop a plan

    Plan and Recommend

    This is where we’ll develop and walk through some personalized financial strategies to help better meet your objectives.

  • Tackle things at a digestible pace

    Implement Solutions

    Once recommendations are found and agreed upon, we’ll take our time to implement them in a smart, steady way that won’t overwhelm you.

  • Keep an eye on where we're heading

    Monitor and Adjust

    A financial plan is not linear, and needs to evolve with you as life does. Think of it as a living, breathing instrument. We’ll monitor your progress and tweak the plan as needed.

  • Leave behind a rock solid foundation

    Secure Family Legacy

    You know your plan and wishes, but most times the family doesn’t. We’ll put together a thorough estate plan to cover all the gaps. And you’ll have someone here for family guidance should a life event occur.

Company Philosophy

Every financial planning firm’s service model is shaped by it’s employees own stories, beliefs and life experiences. Sutherland Wealth Planning powered by Fragasso Financial Advisors is no different.

Unapologetic, Unwavering Beliefs

We believe that true financial planning goes well beyond just managing investments. Rather, it’s a full picture endeavor that addresses all aspects of your financial life. We have born witness to the unnecessary noise that exists in the financial services industry to create confusion and justify fees. Contrary to that, we find a simplified solution is often best. We emphasize the importance of estate planning for every client, ensuring that your legacy is protected and your loved ones properly supported. As a fiduciary advisor, we steer clear of commission-based products, focusing instead on objective, client-focused advice that’s tailored to your unique journey.

And we also believe you need a partner with conviction to help you steer the course towards your goals when the world starts to feel bumpy and uncertain.

Staying the course