maven financial planning

with a background in customer service and business office management, she believes that a high attention to detail and critical thinking are imperative to a successful career in office administration… nicole graduated from whitehouse high school in east texas, and is currently attending the university of texas at tyler with a focus in accounting. the result is a detailed roadmap that we will partner together to implement, resulting in the attainment of your specific goals and a healthy, strong financial future. victoria began her career as a financial advisor with northwestern mutual in 2006 and became a partner of advanced financial strategies in 2013. her relentless passion to helping other achieve financial security then led her to found maven financial in 2017.

nicole graduated from whitehouse high school in east texas, and is currently attending the university of texas at tyler with a focus in accounting. rebecca borton is proud to be part of a woman-owned small business that empowers people to live a life they love today and in the future. he left merrill lynch to further his passion for comprehensive financial planning and took a role as the director of financial planning with a private wealth management firm in tysons corner, va where he supported three financial advisors by working with their clients through the financial planning process end to end. victoria staudinger is an agent of and licensed to sell insurance through new york life insurance company and may be licensed with various other independent insurance companies in the states of az, ca (ca insurance license# 0f42460), co, dc, fl, in, md, mi, mn, nj, oh, pa, tx, & va. no insurance business may be conducted outside of these states referenced.

this will ensure you have a clear strategy to help you accomplish your life goals and aspirations. your investment portfolio is designed to be the funding vehicle of your financial plan. ensuring financial independence for you and multi-generational wealth creation. we will endeavour to stop you from doing anything that is financially self-destructive. we’ll ensure you behave your way to wealth and not misbehave your way to poverty. the word maven means ‘one who understands’, based on an accumulation of knowledge. paint a ceiling, mow the lawn or assemble some flat pack furniture but we’d never attempt to take our own appendix out or perform our own dentistry.

1: think about what you wish to achieve now and also in the medium and long term. build a financial plan using sophisticated financial forecasting software which lists and prices all of your goals and expected transitions. 5: know what asset classes and financial instruments provide the returns and know which ones to avoid. 6: understand the flavours of risk and which financial dragons you need to fight and which you need to ignore. 8: as a minimum complete the diploma in regulated financial planning, this should take you approximately 5 years to complete. 10: keep up to date with the changes in financial rules, tax and legislation. attempting to do ‘this’ on your own we call the ‘no-help’ option, we offer the ‘help’ option, if you wish to seek our help please get in touch and start to work towards your financial goals with a caring, considerate financial expert.

maven financial offers a highly-analytical, holistic approach to financial management and services for individuals, families and business owners. your wealth we don’t. make predictions. manage money without a financial plan. time the markets. a maven is a trusted expert who seeks to pass knowledge on to others. the maven financial planning (formerly dhkn life & wealth) is one of ireland’s leading financial planning and advisory firms. maven provides impartial financial, maven financial partners, maven financial partners, maven adviser fees, maven adviser, maven money podcast.

here at maven financial, we are passionate about educating and empowering clients like you specialties: • investments, • wealth preservation planning, maven wealth management is an independent wealth management and financial services firm. being an independent firm empowers us to objectively put the needs of denika tokunaga, mba, cfp®, crpc® your partner in planning at maven wealth management we enjoy what we do. the team at maven wealth management is, maven financial services, maven securities, maven investor, fca register, paradigm norton, 2050 wealth partners, humans under management, maven podcast, maven adviser portfolio.

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