What We Do

Financial Planning

A winding mountain road through lush green hills, with a bridge on the left side and a dirt path crossing the terrain.

At Foundry Wealth Group, our financial planning process is about casting strong wealth strategies tailored to your unique goals. We take a comprehensive approach to understand the full picture of your wealth and aspirations.

What can you expect?

Discovery & Goal Setting: We begin with a deep understanding of your financial situation, life stage, and most importantly, your family’s objectives—so your plan reflects what truly matters most.

Crafting Your Roadmap: We create a comprehensive, dynamic plan that guides your financial decisions and evolves with you over time.

Strategic Modeling: Using your roadmap as a foundation, we model multiple scenarios to show the impact of key decisions—from growing assets to planning business investments, transferring wealth, or creating a lasting legacy.

Integrated Investment Strategy: Your financial plan informs a tailored investment approach, aligned with your goals, risk tolerance, and long-term vision.

Ongoing Partnership: Planning is not a one-time event. We collaborate with you to review and refine your strategy regularly, ensuring your wealth is preserved, aligned with your priorities, and positioned to benefit future generations.