FOUNDATIONS

Shaping your
financial journey

A program that helps you get the financial basics under control.

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Are there elements of your finances that feel out of control?

  • How do I even start planning?
  • What should my financial goals be?
  • Can I get out of feeling financially stuck?
  • Can I avoid living paycheck to paycheck?
  • How do I build up my savings?

We're here for you, starting through our Foundations program. Foundations will help you get the basics of your finances under control.

Your finances.
Your future.
Our guidance.

Our team of financial advisors begin by getting to know you and your priorities, so we can build a customized plan that you’ll feel good about. 

 

With our guidance, achieving what’s most important to you may be closer than you think.

START THE PROCESS

Certain appropriately licensed individuals are registered to offer Investment Advisory Services through 49 Wealth Management, LLC (“49WM”), an SEC Registered Investment Adviser. 49WM does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel. 

 

This site is published for residents of the United States only. Investment Advisor Representatives of 49WM may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the 49WM Compliance Department at (512)387-0495.

 

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