Fortify: verb, To fortify is defined as to make something stronger, to strengthen against attack.
Financial planning with passion, perspective & purpose.
WHAT IS YOUR BEST LIFE?
We start by asking ourselves the right questions:
“Am I getting the best life possible with the money I have?”
Our financial planning process is more than just numbers because your happiness is more than just an increasing number on a statement.
Identify your happiness.
Plan to get there.
Live your best life.
WORK WITH FORITFY
Planning with a purpose.
We take time to get to know you and build a financial plan that aligns your numbers with how you want to live your life.
Our planning process focuses on five major pain points: preserving wealth, reducing taxes, taking care of their heirs, estate planning strategies and charitable giving.