Our Financial Planning Philosophy

Foxstone Financial believes the easiest way to predict the future is to create it. Our clients experience this concept through our holistic planning process. Holistic financial planning consists of living a life of abundance and fulfillment through a systematic process of planning and successful achievement of each of the five areas of financial planning. This involves giving yourself permission to dream and believe you can be successful enough to live the life you deeply desire. You deserve to be successful, and if you don’t have the plan in place to help you live the life you truly desire, now is the time to change that agenda. Our process, which is outlined below, shows how we go about bringing our clients' futures into focus by helping them successfully create it. 

Financial Planning

We follow the American College of Financial Planning’s discipline utilizing the five areas of financial planning. These are investment management, risk management, income tax planning, estate planning, and goal planning.

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Investment Process

We have trademarked an investment process that eliminates this financial roller coaster by correctly identifying your risk tolerance, and then providing a mathematical formula designed to properly balance your invested assets between four different types of investment vehicles.

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Risk Management

We have a tremendous wealth of experience in evaluating and pricing risk protection. Whether it is life insurance, health insurance, disability coverage, or perhaps a specific type of property insurance, we can help you find the correct balance between premium and coverage.

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Custom Solutions

We do not believe in “cookie-cutter” solutions, or that “one-size fits” all when it comes to planning. We create solutions that are individualized and tailored to each of our client’s unique situations.

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Success Stories