At Drexel and Co. Financial Planning, we specialize in helping individuals, families, and businesses achieve financial security and long-term wealth. Our financial planning process is designed to simplify complex decisions, align with your goals, and deliver peace of mind. Whether you’re planning for retirement, growing your investments, or managing risk, our step-by-step approach sets you up for success.

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1. Establish Your Financial Goals

Start your financial journey by defining what matters most. From building an emergency fund or saving for a home to planning early retirement or growing wealth, we guide you in setting clear, actionable objectives.

Why it matters: Specific goals create focus and direction for your financial strategy.

2. Analyze Your Current Financial Position

Understanding where you stand today is essential for creating a successful plan. We’ll review your income, expenses, debts, assets, and cash flow to provide a clear financial picture.

What we assess:

• Income and spending patterns.
• Savings and investment accounts.
• Outstanding debts and liabilities.

3. Identify and Prioritize Financial Goals

Once we understand your financial picture, we’ll help you rank your goals by importance and feasibility. This ensures your resources are allocated effectively to achieve maximum impact.

Examples:

• Short-term: Build an emergency fund.
• Mid-term: Save for a home down payment.
• Long-term: Create a retirement nest egg or grow generational wealth.

4. Develop a Customized Financial Plan

Our financial advisors at Drexel and Co. create a personalized plan tailored to your unique needs. We incorporate smart investment strategies, risk management, and savings tactics to help you achieve your goals.

What’s included:

• Diversified investment portfolios.
• Budgeting recommendations.
• Risk mitigation strategies like insurance planning.

5. Execute Your Financial Plan

We simplify implementation, guiding you through every step to ensure the right financial tools and accounts are in place. From opening investment accounts to reallocating resources, we make execution seamless.

How we help:

• Setting up retirement and savings accounts.
• Optimizing cash flow contributions.
• Managing risks to safeguard your finances.

6. Monitor Progress and Make Adjustments

As life changes and markets shift, your financial plan needs to evolve. Drexel and Co. offers ongoing support, regularly reviewing your progress and making necessary adjustments to keep you on track.

What we provide:

• Regular financial reviews.
• Rebalancing investment portfolios.
• Adjusting goals for life events or market conditions.

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Why Choose Drexel and Co. Financial Planning?

At Drexel and Co., we prioritize transparency, personalized strategies, and results-driven planning. Our expertise in retirement planning, risk management, and investment growth ensures your plan is tailored to your needs. Whether you’re just starting your financial journey or looking to optimize an existing plan, we provide the tools and guidance to help you succeed.

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Start Your Financial Planning Journey Today

Take control of your financial future with Drexel and Co. Financial Planning. Explore tailored strategies for wealth building, retirement planning, and financial security. Contact us today to schedule your consultation and discover how our expertise can transform your financial goals into a reality

Who informs our process? See the rsources below:

• Certified Financial Planner Board of Standards (CFP Board) CFP Board. (2019). Standards of Professional Conduct: The Financial Planning Process. Retrieved from cfp.net
• Financial Planning Standards Board (FPSB) FPSB. (2021). Global Framework for Financial Planning Practice Standards. Retrieved from fpsb.org
• U.S. Securities and Exchange Commission (SEC) SEC. (2020). Guide to Planning Your Finances. Retrieved from sec.gov
• Internal Revenue Service (IRS)  IRS. (2022). Tax Benefits of Retirement Plans: A Guide to Financial Planning. Retrieved from irs.gov
• Chartered Financial Analyst (CFA) Institute CFA Institute. (2020). Investment Fundamentals and Financial Planning. Retrieved from cfainstitute.org
• Federal Reserve Board
• Federal Reserve Board. (2019). Building Financial Security: Planning and Strategy. Retrieved from federalreserve.gov
• Consumer Financial Protection Bureau (CFPB)
• CFPB. (2021). Steps for Managing Personal Finances. Retrieved from consumerfinance.gov
• Government Accountability Office (GAO) GAO. (2020). Financial Literacy: The Role of Planning in Financial Stability. Retrieved from gao.gov
• National Endowment for Financial Education (NEFE)- NEFE. (2021). Six Steps to Effective Financial Planning. Retrieved from nefe.org
• Brookings Institution- Brookings Institution. (2022). Economic Policy Implications of Personal Financial Planning. Retrieved from brookings.edu

Click here for Cambridge’s Form CRS as well as a link to Brokercheck