Goal Planning is at the top of the list of things we start with at Pauley Financial. We won't know how to help you unless we (and you) are clear about what you hope to achieve! This is an important introspective exercise for the clients guided by the team members at PFSI.
We serve as your coordinator among your other advisors including CPAs, Attorneys, Insurance Providers and other professionals. We prepare you for these meetings and will attend these meetings with you, if you choose, to provide translation and consistency helping to ensure your big-picture financial goals are achieved.
Our approach is education-focused allowing you and your family to make informed decisions. We coordinate education sessions with family members to transfer knowledge in an objective manner. Our passion for financial education has inspired us to offer financial classes to our community as well. After repeating for many years that the "school's should make this stuff mandatory!" we now offer formal courses at the middle-school and high-school levels through church groups, women's groups, scout troops, etc.
We are committed to helping you and your family make important life choices regarding your most precious resources: time, your own human capital (potential), and the economic opportunities those resources afford.