- Plan For The Future
- Comprehensive Planning
- Cash Flow Intelligence
- Hourly Consulting
- Schedule an Appointment
Plan For The Future
“Financial planning is simply the means to an end. Wisely managing the resources you have can mean the difference between a fulfilling life and one of strife. It determines whether you’re making choices or having your choices dictated to you.” — Chris Stolte, Founder of Fortus
At Fortus, our biggest concern when planning your future is your happiness. When you first speak with us, we’ll ask you one simple question: what kind of life do you want for you and your family now and in the future?
The advisors at Fortus will work with you to answer this question, create a personalized financial plan and establish a level of communication that fits your needs. As a plan is created, we encourage clients to take charge and make choices to proactively design their future alongside our advisors.
Comprehensive Planning
Our advisors look into your portfolio, spending habits, hopes and dreams and much more when establishing a financial plan. Like pieces of a puzzle, our advisors like to see how your life and finances fit together so we can fill in the gaps. This all-inclusive methodology provides context for your financial plan. We’ll then work directly with you to define priorities, allowing us to make personalized suggestions that mesh perfectly with your financial goals—no surprises, no guesswork.
Cash Flow Intelligence
Understanding your current financial situation is the perfect place to begin plotting a strategy. The advisors at Fortus utilize Cash Flow Intelligence™ to understand a client’s inflows and outflows, ensuring we begin from a true representation of their financial position. This helps us in our goal of producing the best possible recommendations that will help your family’s financial plan produce results.
Hourly Consulting
While we understand the best and most effective approaches to financial planning, not everyone is seeking this type of assistance or ready to begin the process. To help with this, we offer hourly consulting sessions to help take the first steps toward achieving your financial milestones. During these sessions we aim to answer your questions and encourage positive decisions.