Consultative Approach

People and Process
Expert Advice

It is very important to find an expert in the field; someone whose experience you can lean on. A professional will rely on knowledge gained through education, through personal experience, and vicariously through situations they have worked through with their clients. This level of experience allows them to steer you in the right direction.

People often talk to their accountant or lawyer regarding financial matters. These professionals can frequently provide a good second opinion. For specific financial matters however, not all accountants or lawyers have the expertise necessary to deal with the questions asked. When you work with someone who truly specializes in financial planning, you ensure that dealing with this type of questions is their primary focus.

3 Things to Keep in Mind with Our Approach
  1. Our discussions are always focused on your needs and goals above any product.  Your financial plan becomes the platform to which all advise stems from.
  2. Discussions include identification of the things that can go wrong with the strategy being recommended. Many situations are not straightforward and a number of alternatives need to be laid out with all information disclosed in a relatively easy to understand manner.
  3. We are always a full disclosure environment.  You will know how we get paid as it relates to your plan before any of the items are implemented.  This way your decision comes first!


Life Stages

From scene to scene, we find that the markets shift violently, tax laws change and become more complex, insurance needs change, and your personal circumstances change. You need to know how to react. Major life changes such as retirement, marriage, childbirth, promotions, inheritances or sending a child to college can dramatically impact your finances. We will be with you to catch the changes when they happen, so we can make immediate adjustments, and refine your customized plan.  Contact us to schedule your complimentary initial meeting.


Our Holistic Approach

Our holistic approach to financial goals begins with discussing the important things in your life, but the discussion doesn’t touch on money as we start the process. Our job at this stage is to listen and learn.  We will delve deep to discover what is important to you, and discuss your hopes, goals, dreams and aspirations. As no two people are alike, no two financial plans are alike either. Developing a financial plan is one of the most important things that you can do for those you love.  Our goal is to put you on a path toward financial security.

Once we have worked together to discover your life goals we will work to build a customized comprehensive financial plan that will help organize and simplify your life. The retirement plan will cover :

  • Retirement planning
  • Tax planning
  • Social Security Planning
  • 401k rollovers

Additional planning services that we can cover include:

  • Estate planning
  • Business succession planning
  • Insurance planning
  • Education funding
  • Charitable giving desires


Customized Financial Plan

Your customized financial plan will be constructed to be durable enough to help you weather the inevitable gyrations of the market. We can’t predict with certainty the ups and downs of the market, but we can do as much as possible to prepare for the down markets when they do occur.  Colburn Financial will help you build a customized financial plan that delivers a sustainable, organized approach to achieving your goals. Contact us to schedule your complimentary initial meeting.


First and foremost we want you to be left a better person ever time you interact with us.  We believe that by spending time in our culture you will be educated about your plan, empowered to make a change, and able to execute on the decisions that need to be made.

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