Schedule some time with our advisor or Call 619-200-7141
Temecula, California
43460 Ridge Park Drive Suite 200-K Temecula, CA 92590
Office 951-587-2957
Mobile 619-200-7141
jlund@c1s.net
We’ll Plan for the Whole Journey, Together.
The Lund Financial Management Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection