ACHIEVE YOUR FINANCIAL GOALS

HOLISTIC FINANCIAL

PLANNING

WHY SALIDA FINANCIAL ADVICE & PLANNING?

Fiduciaries

For all of our clients, we serve as Fiduciaries.  This standard legally obligates us to put our clients' interests first with a duty to preserve good faith and trust.  We are thereby legally and ethically required to act in our client's best interests at all times.

Fee Only 

We are Fee Only Advisors.  We charge our clients a direct fee for our services, and that is the sole source of compensation that our business receives.  We do not receive referral fees from other professionals, fees for products placed through our advice, fees for retaining our clients' assets on our advisory platform, trading fees or commissions, nor any other fees of any kind.

This standard allows us to minimize conflicts of interest with our clients and provide advice that is truly in the client's best interests.

Confidentiality

We greatly value Confidentiality.  We never publicly acknowledge any client relationships, although we are happy for our clients to share their experiences publicly about working with us.  Information shared with our advisors shall remain strictly confidential unless otherwise compelled by a regulatory agency or court of law. 

OUR PROCESS

At Salida Financial Advice and Planning LLC, we believe in holistic financial planning. That is to say that we take a comprehensive approach to managing our client's wealth by strategically determining the best way forward for each of our client's unique needs.

Our financial planning process is designed to review every pertinent aspect of your financial life and help you make the best financial choices in order to achieve your personal financial goals.
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We begin by crafting a Financial Independence Plan which helps us understand where you are right now financially and what you can reasonably expect if you keep doing the same things you're doing. We use this analysis to better understand the impact of today's decisions and determine the changes needed to bring about our client's desired results.

Our Investment Review Process includes investment education, advice, and implementation. Ongoing Cash Flow Planning is an essential part of maintaining those plans.

We include a comprehensive Insurance Review and a comprehensive Estate Planning Review to determine if there are any shortfalls or deficiencies in any areas of our client's financial lives. If there are issues that need to be addressed, then our advisors will assist the client in working with outside Insurance or Estate Planning professionals to adequately resolve any issues raised.​

We include income tax planning and preparation for an additional fee as desired. We are pleased to work with our client's accountants, attorneys, and insurance agents as well.