Maureen Verduyn

Clarity of purpose on a deliberate course — without this, one’s path is needlessly chaotic. As Certified Financial Planners ™ (CFPs ™), our job at the Financial Team is to help business owners and individuals determine the necessary steps to realize their full financial potential.

The ultimate dream for many is a life free from financial concern. This goal rarely comes in an instant; rather it is achieved by taking many smaller steps to integrate and capitalize on every component within your financial life. The traditional “financial planning” model is broken, and those who still focus solely on investment recommendations subject their clients to undue risk.

We believe that building your financial independence is done best by incorporating the skills of a client-centric team. Clients come to us for financial advice, but they stay for the relationship. The Financial Team’s institutional capabilities and service are tailored to each client’s unique set of needs and delivered in a boutique environment.

Along with our high-touch service for individuals, we offer sophisticated planning for business owners and qualified plans for their employees. Because we are a fee-for-service firm, we don’t have net worth or business size minimums to meet in order for us to have an appointment. We offer hourly consulting and project-fee arrangements for those who have a single event or concern they need addressed. We also provide portfolio management services.