Start Early. Start Strong.
Are you a Young Professional?
We recognize that those who are in the early stages of a potentially lucrative career have specific planning needs. While many financial planning firms focus exclusively on those with substantial assets to manage, at CameronDowning we grow with you as you forge your career. To that end we have developed several financial planning packages tailored to you – Bronze, Silver, & Gold. These plans are graded in terms of the comprehensiveness of services rendered and their price.
Our financial planning engagement involves two or three meetings where we determine your goals, priorities, and concerns. In these meetings we will ask you many questions to gain a thorough understanding of what you want to accomplish. We work closely with you to make a tailored financial plan that achieves your financial goals. To learn about our financial planning process with clients, see our financial planning process page.