Creating a financial plan is one of the most important decisions anyone can take to ensure the future they envision becomes a reality. At Durham Financial, we believe in making it simple and understandable.
It’s well known that having a personalized comprehensive financial plan always leads to greater success of realizing your life goals. So we always take the time to listen and understand you, your life goals, your financial situation and current lifestyle before creating your plan. Our services don’t stop at presenting the plan – we are with you through every step of implementing the strategies, to ensure you reach your goals.
Sheila Munch (CFP, CDFA, EPC) and Glenda Baker (CFP, CFDS) offer comprehensive financial plans and divorce financial planning services that fit. At Durham Financial, you get two recognized financial planners with one focus – you.