Frequently Asked Questions About Financial Planning

Managing your finances can seem complex and daunting. Thankfully, with help from Worthy Financial Services in Westminster, MD, you can meet your objectives and have peace of mind knowing that you’re on track for the future you want.

We have provided resources so you can learn more about our financial planning process and how we can help you achieve your money management goals. If you have further questions about our services, please reach out to us. We offer a free consultation.

We will first assess your financial situation by reviewing your tax returns, insurance policies, asset statements, and other documents. We would also want to get acquainted with you and learn about your personal goals, values, and concerns.

Our process is focused on understanding where you are in your life now and helping you get to where you want to go. Tell us about your objectives as well as the challenges you are facing. We will propose a plan and assist you in implementing it. In addition, we will regularly meet with you to check your progress, update your plan if needed, and consider other steps we can take.

As your financial planners, we want to help you grow, protect, and enjoy your finances. We also want to help safely transfer your wealth to your chosen heirs. Our team is dedicated to helping you identify your financial goals and providing the framework for you to achieve them.

At Worthy Financial Services, we want to manage your assets in the way that works best for you. Our goal is to help design your portfolio to achieve its targeted rate of return without taking on more risks than necessary.

We mainly serve individuals, families and businesses. We have the expertise you need, whether you are young and single just starting out, or head of a large family and a business owner or executive. We are as proud to help people with a small amount of money as we are to serve those who have invested millions of dollars with us.