The Planning Process

Fortify Financial Services utilizes a systematic life planning approach.

We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is needed in striving to achieve your goals.

Complete Financial Picture - We link all your financial accounts for a complete and up-to-date view of your financial situation. Our analysis and recommendations are comprehensive and reflect current market conditions.


Deeper Understanding, Better Recommendations - Our 360 degree view of your financial world can help improve your overall plan, minimize the impact of debt and taxes and enhance your lifestyle. With your goals as the centerpiece of our process, we provide you financial reports that clearly illustrate where you are now and how our recommendations can help you manage your goals.

Increased Collaboration - We recommend specific strategies which seek to help close gaps in your financial picture as well as match each of your specific goals. This is where we implement your plan.


Monitoring Progress - Our wealth management system provides both you and our team with a comprehensive view of your financial progress. We can collaborate with you online at anytime, no matter where you are.