MEET YOUR CULPEPER TEAM


Ginny Koontz, CFP® Financial Advisor, RJFS


William Newman Client Service Administrator


LIFE WEALTH OPTIMIZATION


What does financial independence mean to you? For some, it is going to work because you want to, not because you have to. For others, it is knowing that you can comfortably maintain your lifestyle, regardless of market conditions and the curveballs life may throw your way. Through Life & Wealth Optimization, we help you identify and prioritize your goals so you can live your life with freedom.


Life & Wealth Optimization follows a simple, 3-step process.


STEP 1 – UNDERSTAND YOUR GOALS We start by getting to know you beyond the numbers - your current circumstances, your future goals, your concerns and your aspirations.


STEP 2 – DESIGN YOUR FINANCIAL PLAN We create a fully customized and detailed plan to reach your goals, which could be anything from securing a comfortable retirement, paying for a child’s education, purchasing a second home or just saving a bit more each month.


STEP 3 – OPTIMIZE YOUR PORTFOLIO Our goal-oriented approach to investing aligns your money with your vision for your life. We focus on managing risk rather than chasing returns and regularly review your investment allocation to ensure it remains aligned with your goals and objectives.


LET’S PURSUE 


Defining Your Goals


FUTURE   Optimization


Strategy Overview


Welcome Aboard


Ongoing Freedom Street Partners 317 S. West St., Culpeper, VA 22701 | (540) 825-4611 | www.freedomstreetpartners.com


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Ginny Koontz, CFP® Financial Advisor, RJFS


William Newman Client Service Administrator, FSP | RJFS


Reed Sloat, AAMS® Partner, FSP | Financial Advisor, RJFS


Scott Danner, AAMS® CEO, FSP | Financial Advisor, RJFS


CULPEPERCHAMBER.COM


CULPEPER CHAMBER COMMUNITY GUIDE | 5


LIFE & WEALTH OPTIMIZATION


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