CONVERGENT FINANCIAL GROUP

is a Registered Investment Advisor serving clients across the United States. We are proud to have been voted the best or among the best financial planners in Charleston and Mount Pleasant since we first opened our doors.

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3850 Bessemer Road

Mount Pleasant, SC 29466

(843) 972-4402

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© Copyright Convergent Financial Group 2020

A financial plan is your personalized game plan to get you where you want to be. 

We like to say you are the quarterback, and we are the coach. We prepare and guide you with our expertise, but you are in control.

the opponents

Retirement

Debt

College

Saving

Spending

Taxes

Home Purchase/Remodel

Cash Flow Management

Generous Giving

Legacy Planning

Lifestyle Preservation

coaching you to win

step 1:

check the stats

We'll assess where you are by answering:

How much do you have?

How much do you owe?

How much do you spend?

How much do you save?

In other words, where are you right now?

step 2:

define your goals

What money goals do you dream of achieving?  Perhaps you want to fund retirement, help pay for children's college and weddings, do a home remodel, take a dream vacation, buy a second home, leave something for the next generation, or be courageously generous.

 

Everybody has a different set of goals.  The first step to achieving them is defining exactly what they are.

step 3:

strategize

We'll create and implement strategies to get you on track to meeting your goals. This will include things like:

  • how to handle monthly cash flow

  • investments

  • paying down debt

  • funding retirement

  • minimizing taxes  

5

step 4:

monitor

We always stay on the sidelines, watching and coaching you through as the game progresses. Have an unexpected bonus or inheritance? Or have unexpected home or medical expenses? No problem. We can help you make the necessary adjustments. 

 

Think of us as your lifetime coach. We're here to keep you on track no matter what comes your way. 

That's what I'm looking for.