100 E Corson Street Suite 310 Pasadena, CA 91103

(626) 529-0445
info@favorwealth.com
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How We Work

The Favor Wealth Difference

At Favor Wealth, we do things differently. As an independent firm, we don’t have conflicts of interest but can focus 100% on our clients and do what’s right for them, always. Our team serves you with more dedication, better technology, unparalleled service, dedicated resources, and our full commitment to your dreams and plans. We want to see you living in abundance. We want to celebrate with you as you reach each milestone.

Here’s how it looks:

1. Discover what’s important to you.

Learn More About Step 1

2. Put your plan into action.

Learn More About Step 2

3. Live with confidence.

Learn More About Step 3

1. Discover what’s important to you.

1. Discover what’s important to you.

Your values, dreams, goals, and needs are the foundation of your financial plan. That’s why the first step in our process is to gain clarity about what matters most in your quest to live the life you want. We take the time to get to know you—what makes you tick, what excites you, what keeps you up at night—and start dreaming with you about what your future could look like.

2. Put your plan into action.

2. Put your plan into action.

Once we gain a clear understanding of what you want your life to look like, we create a customized plan that we measure, track, and update as your life changes.

3. Live with confidence.

3. Live with confidence.

Change is part of life. Whether it’s goals, careers, markets, or family changes, making informed, confident financial decisions through life’s twists and turns is fundamental to living the abundant life you want. We stay on top of your plan, watching your money and keeping you informed so you have the power to navigate life’s course corrections with personalized road maps and support.