While we take a team-based approach to designing your personalized financial plan, our process begins with a one-on-one conversation between you and your financial advisor. Getting to know and building a lasting relationship with you is a priority for us. We want to know what you value most in life. Ultimately, these priorities should consistently underpin your financial decisions, so they will serve as a point of reference as we work to orient your wealth in direct line with those values.
As a team here at Magis Financial Partners, we are goal-oriented. Our team will work with you to discover your big dreams as well as the milestone goals and objectives to help you get there. We will help you identify, clarify, and prioritize your goals so we can develop a plan that is uniquely yours and that is designed to help you do more and live the greater life you can imagine while we focus on your financial goals. That is how we approach financial planning, as a team — personalized, goal-oriented plan design and execution.
Understanding where you are today is essential to helping you live the greatest life you have imagined. As a part of our comprehensive process, we’ll help you organize and analyze all your important financial information, from statements, to insurance coverage, wills, trusts, even your personal budget and more. Identifying your starting point will enable us to fine-tune your financial plan from the start.
Your financial needs and goals change over time. We’re here to help you do more and live greater at every life stage.
At Magis Financial Partners, we do not see financial planning as a one-time event. Financial planning and wealth management are dynamic processes that span a lifetime of changing needs, goals and circumstances. That is why our plans are uniquely tailored and are designed to grow with you over the years and in every life stage. We do not stop with simply delivering your plan. We’ll be there with you to help you implement, monitor and adjust your unique plan, every step of the way.
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
We combine high-touch support with industry-leading resources and technology to deliver personalized financial services for Philadelphia and mainline-area businesses and families.
We find great fulfillment when we are able to help our clients get organized and plan well to pursue their financial goals. We work together, leveraging our collective skills, to help you live greater.
Have questions? We are here to help. Contact us today to set up your initial consultation. We’re looking forward to helping you plan better so you can live greater today and in retirement.