Give every dollar
a purpose
Hi, I’m Rumesh Senanayake
LPL Financial Advisor and Practice Manager
Testimonials
Values
Integrity
Transparency
Inclusive
Personal
Empathetic
Mastering Your Finances
Step 1: Evaluate
Begin your financial journey by defining your unique and ambitious goals. Whether it’s evaluating a method of breaking free from debt, building a safety net, or even creating your dream home. Design a modern financial roadmap that can aspire you to achieve meaningful milestones.
Step 2: Analyze
Together, we can analyze your income, expenses, debts, and assets to gain valuable insights. These insights can help guide your journey and enable you to make informed decisions. We'll work together to design strategies that align with your dynamic lifestyle and aim to achieve your ambitious goals.
Step 3: Strategize
Explore customized and innovative solutions to stay on top of your goals. We will build strategies that are tailored to your unique circumstances and aspirations. Our plans cater to your dynamic lifestyle, from cash flow management to estate planning, that can leave a legacy.
Step 4: Design
Craft a tailor-made plan that aligns with your unique lifestyle. We will work together to envision a plan, aligning your goals, visions, and aspirations that can guide you on the path to financial freedom.
Step 5: Implement
Take bold and decisive steps toward success. Activate your plan with unwavering determination. Whether it's adjusting your budget, eliminating debt, or contributing to retirement, you're in control. We will navigate the financial landscape with confidence and finesse.
Step 6: Review
Our mission for you is to stay ahead as a next-gen client through regular plan review and monitoring. We will adapt your plan as your lifestyle and ambitions evolve and embrace the thrill of staying proactive and turning challenges into triumphs. Confidently navigate your financial journey with our guidance.
Step 1: Evaluate
Begin your financial journey by defining your unique and ambitious goals. Whether it’s evaluating a method of breaking free from debt, building a safety net, or even creating your dream home. Design a modern financial roadmap that can aspire you to achieve meaningful milestones.
Step 2: Analyze
Together, we can analyze your income, expenses, debts, and assets to gain valuable insights. These insights can help guide your journey and enable you to make informed decisions. We'll work together to design strategies that align with your dynamic lifestyle and aim to achieve your ambitious goals.
Step 3: Strategize
Explore customized and innovative solutions to stay on top of your goals. We will build strategies that are tailored to your unique circumstances and aspirations. Our plans cater to your dynamic lifestyle, from cash flow management to estate planning, that can leave a legacy.
Step 4: Design
Craft a tailor-made plan that aligns with your unique lifestyle. We will work together to envision a plan, aligning your goals, visions, and aspirations that can guide you on the path to financial freedom.
Step 5: Implement
Take bold and decisive steps toward success. Activate your plan with unwavering determination. Whether it's adjusting your budget, eliminating debt, or contributing to retirement, you're in control. We will navigate the financial landscape with confidence and finesse.
Step 6: Review
Our mission for you is to stay ahead as a next-gen client through regular plan review and monitoring. We will adapt your plan as your lifestyle and ambitions evolve and embrace the thrill of staying proactive and turning challenges into triumphs. Confidently navigate your financial journey with our guidance.
Services
Cash Flow Management
Cash Flow Management
Risk Management & Insurance Planning
Risk Management & Insurance Planning
Education Saving Planning
Education Saving Planning
Stock Awards Analysis
Stock Awards Analysis
Small Business Planning
Small Business Planning
Retirement Planning
Retirement Planning
Portfolio Management
Portfolio Management
Debt Management
Debt Management
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