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How do we do it? 


With our holistic and hyper-personalized process,


THE PTM WAY



Show Me The Way!

In addition to the core components of financial planning, our process incorporates other key areas that allows us to customize it to your specific needs. 

PTM Financial understands diversity. We understand that every individual is unique and that everyone goes through different lifecycle events. We help you align your values with your finances by offering both traditional and non-traditional investments to match your uniqueness and your lifestyle choices.

WE INCORPORATE PROFESSIONAL CONSULTING THAT AIMS TO HELP YOU

• Gain control and financial independence 

• Define your purpose and direction

• Focus and align your ideals

• Experience overall financial well-being and personal fulfillment

• Become more disciplined and committed to act and achieve the success you want.

A SNAPSHOT OF OUR PROCESS

The PTM WAY is tailored to each one of our client types and to fit your specific needs. 

Our Process

PLAN


In this phase we will obtain a holistic insight of your specific needs, goals, likes and wants by listening and asking you all the right questions.


At this time, we will also answer all your questions, and even the ones you didn't know you had. 


This in-depth exploration will cover all the key areas to help us learn as much as possible about you and to uncover potential risks that could upset your ability to pursue your goals and/or opportunities, either in lifetime or at death that would allow you to help the people or causes that Matter most to you. 


You will love our dynamic and engaging process. 

Our History

THRIVE


Once you approve your personalized Financial-Life Plan, we will set it in motion utilizing all the distinct strategies and tools that support your vision.


Our priority is to support you in all your needs for the long term and that is why our process is not a transaction or a simple event. Rather it’s a long-term, dynamic partnership. 


Therefore, we will continually monitor, evaluate, and manage your plan to help you advance towards your goals and help you address possible roadblocks that may prevent you from thriving.  


Remember that we are not just financial advisors that manage your money, we are your partners for life, your advocates during life challenges, and the biggest supporters of your vision.

Our Values

MATTER


What is your favorite way to Matter?


Purpose and meaning are two basic needs that almost everyone experiences at some point in their life. If you are reading this, you are probably not the exception.


Perhaps you desire to care for your loved ones in some special way. Maybe you want to help others by funding the causes that are dear to your heart. It may be that you wish to rescue animals or plant more trees, or possibly you have no idea what to do or how to do it. 


In the words of a great man and author, Dr. Wayne Dyer, “Don’t die with your music inside you.”


No matter what the tune may be, it will be our privilege to help you express all the music you came here to play.  

LEARN MORE BY SCHEDULING YOUR COMPLIMENTARY CONSULTATION

TALK TO AN ADVISOR

WHAT TO EXPECT WHEN YOU PARTNER WITH US

Client Centered

• Full Transparency

• We are available whenever you need our guidance and support 

• You will always be greeted by a live person willing to help you

• Annual comprehensive review and quarterly updates

• Private and secure online access to your finances

• Customized educational meetups for your employees

• We will help you understand any statements or correspondence

• Our newsletter, The PTM Post delivered directly to your inbox

• Family Educational Meetings 

• Access to our financial seminar 

Your success is our success, you can be confident that our recommendations are always in your best interest.

Ready to Thrive?