Our Core Values
At FS2, we are committed to operating with integrity, going the extra mile, and always doing the right thing, regardless of the circumstances. Our client-first mentality means we will always advocate on your behalf, putting your financial well-being before our own financial gain.
We understand that without you, our valued clients, we are nothing. We foster loyalty to our clients by being selfless and putting their needs above our own. We understand that the financial world is constantly evolving, and we are dedicated to continuously learning and growing to better serve our clients.
The Team
Our Commitment to You
Our commitment is to empower you, our valued client, to make informed financial decisions through education and clear communication. We believe in using simple, easy-to-understand language to explain complex financial concepts and strategies, tailored to your individual needs and goals. We are dedicated to providing you with personalized financial solutions and ongoing support, so you can confidently achieve your financial goals and feel secure in your financial future.
Our Process
At FS², we take a client-focused approach to financial planning.
Our process begins with getting to know you and understanding your short and long-term goals during our initial meeting. We then gather necessary information and schedule a follow-up meeting within 7-10 days.
Next, we conduct a thorough analysis to evaluate your current financial situation, including a review of your insurance coverage, investment performance, and risk tolerance. We assess whether your current investment plan aligns with your goals and identify any areas where we can save you money, such as budgeting, debt restructure, credit insurance, and tax-saving strategies.
After carefully considering all factors, we present a personalized financial strategy and work with you to implement it. To ensure your continued success, we conduct annual reviews, which can be conducted in-person, via video chat or email, to track progress and make any necessary adjustments along the way.
Please note that in some cases, additional steps may be required for more complex financial strategies.
01
Introduction & Info Gathering
02
Analyze & Develop Plan
03
Review & Implement Plan
04
Annual Reviews & Updates
The Meaning Behind Our Name
The name FS², or Financial Solutions Squared, reflects our commitment to providing solutions that are not only effective, but also elevated to the next level.
The concept of squaring a number always resulting in a positive outcome is a metaphor for our financial solutions, which can help turn any negative financial situation into a positive one.
Additionally, squaring a number represents the idea of exponentiation, and in the same way, our financial solutions are tailored to each individual client's needs, providing a customized plan to help them achieve their financial goals.
Furthermore, squaring a number is closely related to other mathematical operations such as square roots, and in the same way, our team of experts can help our clients find the root cause of their financial issues and find a solution that fits their needs.
Overall, the name FS² represents our commitment to providing elevated, effective and tailored financial solutions to help our clients achieve success.
Our Partners:
Expanding Your Options to Serve You Better
