A goal without a plan is just a wish. This is especially true with the financial decisions that shape our daily lives and build our futures. Many of us spend a lot of time thinking about what we want and worrying about if and when we will achieve it, but when it comes to the specific details and the challenges (both technical and emotional) of putting a plan in place, our efforts often fall far short of our intentions.
When it comes to planning, that first step - faced with a blank slate and a long list of things we know we need to do - is the hardest part. At Athena Wealth Strategies, we work with you as a guide and a partner to get from hopes and dreams to a strategy and road map so that you can understand where you’re going and know you’re taking the actions that lead towards where you want to be in the future.
Ready to get started? Call our office at: (650) 377-4108 or email firstname.lastname@example.org.
Working together with you, we will help to define your personal road map and goals for retirement while we maximize your finances for the future. Athena Wealth Strategies is an advice-based firm of financial advisors that provides you with financial analysis and advice with one goal in mind - your plan for the future.
For employers with a retirement plan already in place, it is imperative to review this plan regularly to make sure that it meets current objectives and it is up to date in a changing regulatory world. Although this can seem overwhelming, an independent and objective financial planner can assist you by acting as the financial architect of your retirement plan.
A comprehensive financial plan is not merely a set of numbers and projections. It is a document of your life, your goals for the future, and what matters to you. Although most people have goals and hopes for their future, relatively few take the time required to put together a plan that will show them what they need...
At Athena Wealth Strategies, we consider ourselves strategists and partner with our clients to turn goals into intelligent actions. We focus not only on thorough, detailed, and objective analysis to help determine the best course of action, but also on working with our clients to understand their choices and priorities so they can feel empowered rather than intimidated when it comes to their finances.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Alabama, Arizona, California, Colorado, Florida, Georgia, Hawaii, Indiana, Maryland, Massachusetts, Missouri, Montana, Nevada, New York, Oregon, Texas, Virginia, Washington, Washington D.C. and Utah.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Athena Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp. CRN2995395-031320
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
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