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Explore Your Financial Future with Flexibility: Not quite ready to dive into a comprehensive financial planning journey? No problem. We understand everyone’s financial path is unique, which is why we offer an hourly fee structure to address your immediate queries. Get the guidance you need, when you need it, without the commitment of a full financial planning relationship. Your questions, our expert answers. Let’s start the conversation today.
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WHAT WE OFFER
Personal Approach
By partnering with a Certified Financial Planner professional boasting two decades of expertise, clients can rest assured that their financial plan will be crafted with skill and precision. Read More
Financial Planning
Flores provides personalized comprehensive financial planning services that cover several areas of your financial life such as retirement, investment, education, insurance, debt management, and estate planning. Read More
Investment Management
We will help you build a strategic and diversified investment portfolio. Our asset allocation models consist of several asset classes and keep expense ratios low by using index mutual funds and ETFs. Read More
IN THE PRESS
WHAT MAKES US DIFFERENT
Fee-Only
We do not sell financial products and do not accept commissions of any kind. We feel this minimizes conflicts of interest. We get paid by you directly to provide you objective advice with your best interests at heart.
Plan
Flores begins with a financial plan. We make no recommendations without first understanding you (client) then developing a plan that is geared to achieving your goal(s).
Fiduciary
As a fiduciary, we are obligated to put you – our client – first. We feel this sets us apart from other types of firms in the securities industry such as broker/dealers that may be held to a perhaps lesser, “suitability” standard.
Modern
Arthur works with his clients either virtually (Zoom Meeting) or face-to-face. We use state-of-the-art financial planning and communication tools to help bring information to you efficiently and securely. Flores believes in trying to be as paperless as possible.
Accessible
Our clients are busy, and we respect their time. We work around our client’s schedule which means meeting after work or on weekends. Flores is available to meet in-person or virtually.
Holistic Approach
We don’t start talking about money. We get to know who you are first by understanding the four key areas of your life – family, community/work, goals/fears and financial resources. We make sure that these four areas are in-line with your financial plan.
ARTHUR FLORES, CFP®
PLAN. GROW. ACHIEVE.
With over 20 years of experience working with large wealth management firms in New York, I decided to establish Flores Wealth Planning, a company dedicated to providing comprehensive financial planning services that offer guidance without any pushy sales tactics. I believe that financial planning and personal finance should be straightforward, and I strive to simplify this process for my clients. My goal is to assist you in organizing your financial life and creating a plan that can help you achieve your objectives and attain financial independence.
Traditionally, financial plans consisted of hundred-page reports filled with recommendations. However, at FWP, I prefer a more interactive approach that includes action plans and accountability. You will have online access to most, if not all, of your finances, allowing you to remain updated on an ongoing basis. I believe that financial planning should be affordable and tailored to meet your specific financial situation. That is why we offer a monthly fee structure that is designed to minimize your expenses.
As your personal financial planner, I am committed to helping you reach your financial goals and dreams. Whether you want to grow your savings or plan for retirement, I am here to support you throughout the process. I am excited to work with you and create a plan that fits your unique needs.
Frequently Asked Questions
What kind of clients do you work with?
How we work with you?
- Getting Acquainted Meeting: We offer a complimentary consultation, so we get to know each other, ask questions, and define how the financial planning process works at Flores Wealth Planning.
- Gathering data and Setting Financial Goals: We will incorporate your financial goals into the plan, and we’ll also ask you for financial information to analyze your current situation.
- Analyzing and evaluating your financial status: We will review your financial information to assess your situation before we consider what you can do to meet your goals.
- Presenting your financial plan: We’ll present recommendations designed to address your unique goals and priorities, based on the information you provided. We will also explain the reasons behind our recommendations, listen to any of your concerns and revise the recommendations as appropriate.
- Implementing the financial planning recommendations: We will create an action plan to implement the recommendations and discuss any other professionals, such as an attorney or accountant that may be needed. We’re here to work with your other advisers, not replace them.
- Monitoring your financial planning recommendations: We can also help to monitor your progress toward your goals. It is recommended that you have annual reviews of your plan and adjust the recommendations, if needed, as your life changes.
What is your turn around time?
What does fee-only mean?
As a fee-only advisor, we do not charge commission or receive 3rd party incentives for selling products. At Flores Wealth Planning, we do not sell products. We provide advice and a plan. We can structure our fees in various ways: hourly, fixed-fee, monthly retainer, or a percentage of assets under management. We will work together to discuss the type of financial planning service you need as well as how you will pay for the advice. All fees are negotiable.
Flores Wealth Planning, LLC is a New York State Registered Investment Advisor.
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