Resonant Financial Planning

Welcome to Resonant Financial Planning, where we strive to be our clients’ best financial resource. We provide financial planning to families, individuals and businesses using a holistic, economics-based approach. We work in concert with our clients to uncover their financial goals, review their financial health, identify financial blind spots, and design investment and insurance strategies they can implement with clarity and confidence. We believe that: Sound financial planning involves a lifelong process of collaborating with competent, caring, trusted professionals. It’s important to work with professionals who are relationship-oriented, who love what they do, and who are constantly educating themselves to be their clients’ best financial resource. Financial advice must be in tune with your unique values before it can be valuable to you. That makes it vital for financial professionals to thoroughly understand each client’s aspirations, goals, communication style, and personality. Why and how you make financial decisions is just as important as the decisions you make. Working with the right professional can give you the clarity and confidence to make optimal financial choices. You deserve to work with a financial professional who is a great fit for you. You need an advisor who has the experience, skills, knowledge, personality, staying power, and character to really help you long term. You need someone who will sometimes tell you things you don’t want to hear in order to be a true partner in reaching your goals. You need an advisor who earns your trust by helping to improve your life, one more concerned with your success than with performing a job.

Address: 6995 South Union Park Center Suite 190 , Cottonwood Heights, UT 84047, USA

Phone: +1 801 676 1500
FAX: +1 801 676 1505