Financial planning for millennials. Achieve financial independence by working with a CERTIFIED FINANCIAL PLANNER™ professional in Pittsburgh. Personalized flat fee planning services.
We love to provide personalized financial planning for millennials living in and moving to Pittsburgh. You work hard. You have a good job, and you are confident in your ability to achieve your financial goals.
We love to work with people who are optimistic about their future. We are optimistic about the future as well.
It all starts with a plan. If you engage us to provide financial planning, we will listen to you. No lectures or bragging about our experience or credentials.
Achieving Financial Independence
If achieving financial independence is one of your goals, we begin with you telling us about your personal and financial circumstances.
You talk. We listen.
We will analyze your current course of action, how likely you are to meet your target goal, and other approaches you might take.
Next, we develop the financial planning recommendations, and present them to you, along with the information we considered to develop them.
After that, we will analyze and recommend actions, products, and services to implement the financial planning recommendations. We will work with you to decide which of our recommendations you would like to implement.
Other Life Goals
Hopefully, you have other aspirations. Maybe you’re starting a new job in Pittsburgh, looking for an apartment, planning to buy a new home, starting a family, or planning a trip around the world.
While you’re off on another adventure traveling (if that’s your thing), we will monitor your financial plan over time.
By developing a plan, you can enjoy your life today with your friends and family, focus on your career, and plan to have a long healthy retirement in the future.
We Love Technology
We analyze the progress you are making toward achieving your goals with state-of-the-art technology that makes it easy for us to stay in touch, make changes, update your goals, and our recommendations.
You’ll be able to link your accounts, stay on top of your budget, and see your financial goals all in one place wherever you are and wherever you go.
CERTIFIED FINANCIAL PLANNER™ professional
A CFP® professional has agreed to comply with the CFP Board’s Code of Ethics and Standards of Conduct. The Code and Standards includes a fiduciary duty, which provides that at all times when providing financial advice to a client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the client.
By prioritizing your financial goals, millennials in Pittsburgh can achieve financial independence by working with a CERTIFIED FINANCIAL PLANNER™ professional at W.E. Griffith & Associates, LLC
“We love to provide personalized financial planning for millennials living in and moving to Pittsburgh. You work hard. You have a good job, and you are confident in your ability to achieve your financial goals.”
Key aspects of our strategy
We will analyze your current course of action, how likely you are to meet your target goal, and other approaches you might take.
Next, we develop the financial planning recommendations, and present them to you, along with the information we considered to develop them.
After that, we will analyze and recommend actions, products, and services to implement the financial planning recommendations. We will work with you to decide which of our recommendations you would like to implement.