Individuals with specialized careers require financial planners that understand their industry, benefits, and custom needs. At Tidemark Financial Partners, we help you navigate the complexities of your employer benefits to build a retirement plan that can provide long term independence. To address this lifestyle for our clients, we have developed and refined a six- step process called the Tidemark Process.
The Tidemark Process for Financial Planning
The Tidemark Process is a six-step process designed so that all aspects of one’s financial life are fully integrated into a comprehensive and personalized financial plan. This process is very important because it seeks to ensure all the pieces of the financial puzzle are put together. Once the pieces are in place, our clients can comfortably focus on what matters most to them: their family, occupation, and recreation.
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