The Financial Team
People
People
Clients' needs come first – we keep our promises – we value our team.
In the end, it isn't about the money – relationships matter.
Purpose
Purpose
Finding your purpose gives deeper meaning to the monetary goals.
For our clients and for our team, we strive to help everyone find their purpose.
Passion
Passion
Engaging in only those things that you are passionate about provides for a richer life
experience. We believe in and aim to promote this message to each life that we touch.
WHAT WE DO
We believe that each and every relationship with a client is unique. We customize the level of
service based on your needs and goals.
Our client-centric, high touch business model focuses on consistent service that allows us to earn
your trust over time.

Depending on the complexity of your needs, we have three types of relationships available:


ESSENTIALS


PLANNING


FAMILY OFFICE
Essentials Planning Private CFO
HOW WE ARE DIFFERENT

You First - We start with what is important to you and dig deeper to find the best solutions. TFT has embraced the fiduciary standard since inception. However held to a fiduciary level or not, we will always do what is in the client's best interest.

Team Based Approach - Having a team approach benefits every relationship. Thus you receive the attention you deserve, as well as the "out of the box" thinking while insuring the highest level of attention to detail.

Behavioral Finance - Just like everything in our lives, the decisions we make go much deeper than what it may sound or feel like on the surface. It is our responsibility to dig deeper, to be curious and to understand "the why."



YOUR SUCCESS IS OUR ONLY MISSION
The Financial Team
(760) 448-2882
Plan@TheFinancialTeam.com
5740 Fleet Street, Suite 120
Carlsbad, CA 92008
Visit Us On Facebook       Visit Us On LinkedIn
Copyright © 2018 The Financial Team. All Rights Reserved.
The Financial Team
People

Clients' needs come first – we keep our promises – we value our team. In the end, it isn't about the money – relationships matter.
Purpose

Finding your purpose gives deeper meaning to the monetary goals. For our clients and for our team, we strive to help everyone find their purpose.
Passion

Engaging in only those things that you are passionate about provides for a richer life experience. We believe in and aim to promote this message to each life that we touch.
WHAT WE DO
We believe that each and every relationship with a client is unique. We customize the level of service based on your needs and goals. Our client-centric, high touch business model focuses on consistent service that allows us to earn your trust over time.

Depending on the complexity of your needs, we have three types of relationships available:

ESSENTIALS
Essentials

PLANNING
Planning

FAMILY OFFICE
Private CFO
HOW WE ARE DIFFERENT

You First - We start with what is important to you and dig deeper to find the best solutions. TFT has embraced the fiduciary standard since inception. However held to a fiduciary level or not, we will always do what is in the client's best interest.

Team Based Approach - Having a team approach benefits every relationship. Thus you receive the attention you deserve, as well as the "out of the box" thinking while insuring the highest level of attention to detail.

Behavioral Finance - Just like everything in our lives, the decisions we make go much deeper than what it may sound or feel like on the surface. It is our responsibility to dig deeper, to be curious and to understand "the why."


YOUR SUCCESS IS OUR ONLY MISSION
The Financial Team
(760) 448-2882
Plan@TheFinancialTeam.com

5740 Fleet Street, Suite 120
Carlsbad, CA 92008
Visit Us On Facebook       Visit Us On LinkedIn
Copyright © 2018 The Financial Team. All Rights Reserved.