Get Started in 4 Easy Steps:
1 Uncover
Your
Goals Develop specific, measurable financial goals that can be prioritized based on need and your “why”.
Goals Develop specific, measurable financial goals that can be prioritized based on need and your “why”.
2 Complete
Your
Analysis Discuss initial findings, highlight areas of concern and opportunity and collaborate on “what if” scenarios.
Analysis Discuss initial findings, highlight areas of concern and opportunity and collaborate on “what if” scenarios.
3 Discuss
Strategies &
Solutions Review custom recommendations and strategies, answer questions and begin implementation.
Solutions Review custom recommendations and strategies, answer questions and begin implementation.
4 Review
Your
Progress Review action plan timeline, address any changes to circumstances and monitor progress towards your goals.
Progress Review action plan timeline, address any changes to circumstances and monitor progress towards your goals.
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- Your Team
Identifying an appropriate experienced professional for your unique financial situation can be challenging. That is precisely why we have a team of specialists. Using our relationship-based approach, we will analyze your current financial situation, seek to understand your financial challenges and goals and provide you guidance to fit your unique needs. Learn More
- Our Process:
A comprehensive analysis can provide a roadmap to help you meet your goals after a thorough evaluation of your current financial situation. Many personal factors, like the birth of a child, a new job, a home purchase/sale or a marriage/divorce, as well as economic factors, like stock market volatility and tax law changes could cause
your current financial position to change. Learn More
- Our Service Model
Whether it is a comprehensive review of your accounts, a conversation about growing your family or anything in between, reviewing your financial situation and addressing new factors is a key component to long term success and achieving your goals. With our structured Seasonal Service Model, we will not only address your current situation, but also discuss topics
relative to your situation and goals that will keep you engaged and informed. Learn More
- Your Personal Financial Website
As a client, you will be afforded access to your own Personal Financial Website. The eMoney platform delivers a personal website, designed to help you take control of your financial world. Easily organize and track your financial goals with spending and budgeting tools, investment monitoring, and more. In addition, with mobile access to your website, your complete financial picture will always be available in the palm of your hand. Learn More
- Your Team
Centuria
In The Community
Backpacks Donated to Robert Moton Elementary School
Prior to the beginning of the 2020-2021 school year, Centuria Financial Group donated 20 backpacks filled with the needed supplies for students in need at Robert Moton Elementary School in Westminster, MD. Nate and Sara presented them to members of the administration, who were able to distribute them to the students and families that needed […]
Read MoreWhat’s New
at Centuria
Madeline McCabe headed to the University of Delaware
Dave’s daughter Madeline is excited to start her next level of education at the University of Delaware. She was accepted into the Lerner Business School and plans to major in Financial Planning and Wealth Management. After looking at several different universities over the past year and receiving a merit scholarship, she decided Delaware was going […]
Read MoreContact Centuria Today!
