While there’s much a qualified financial planner can do to map out a course to achieve your goals, much of the responsibility falls on you. You’ve heard it before: spend less than you earn. Do this long enough, make smart choices, and with a little good fortune you will make work optional for you. Spending […]
A confluence is the coming together, the convergence of two separate entities to create one greater and more powerful than either is alone. At Confluence Financial Advisors, our relationship with you is a partnership that leverages our knowledge and expertise to maximize your enjoyment of your wealth today, tomorrow, and beyond.