How Fidelity® Partners with Falcon Wealth Planning
At Falcon Wealth Planning, we don’t just focus on numbers; we focus on people. Our growth story is one of passion, purpose, and partnerships. One of those key partnerships is with Fidelity® Investments. Their innovative tools and forward-thinking support have been a game-changer for how we serve our clients and grow as a firm.
Growing Organically with the Right Tools
We believe that organic growth is the best investment in our future. And when we say organic growth, we mean building real, lasting relationships with our clients. Our goal is ambitious, 50% growth every year, but we’re achieving it with help from Fidelity®. Their electronic onboarding tools make it easy for new clients to join us seamlessly.
As we handle over 1,500 leads a month, technology is at the heart of how we make financial planning personal. By automating tasks like emails, phone calls, and video introductions, we ensure every client gets a thoughtful, customized experience. The tools that Fidelity® provides, help us do this efficiently without losing that personal touch.
Planning for Families, Not Just Individuals
At Falcon Wealth Planning, we know that financial planning isn’t just about one person—it’s about families. We’re committed to helping our clients build legacies that last. That’s why we take the time to meet their kids and grandkids, creating financial plans that work for the whole family.
Fidelity® helps us stay connected with these families. It’s about more than managing money; it’s about building relationships that span generations.
Fidelity®: A Partner for Today and Tomorrow
Fidelity® has been a partner who helps us think big. Whether it’s proactive investment strategies or innovative tools, they’re always asking, “How can we help you grow?” This kind of forward-thinking support is exactly what growth-minded firms like ours need. It’s not just about solving today’s problems but also preparing for tomorrow’s opportunities.
Building a Bright Future Together
At Falcon Wealth Planning, we’re proud of the work we do, and we’re grateful for partners like Fidelity® who help make it possible. Together, we’re creating a future where financial planning is personal, effective, and built to last. Whether it’s through technology, talent, or relationships, we’re committed to delivering real value for our clients and their families—today, tomorrow, and beyond. To learn more about how we can help you achieve your financial goals, schedule your free assessment today!
*The content in this blog is for general informational purposes only and does not constitute personalized financial, investment, tax, or legal advice. Falcon Wealth Planning, Inc., a fee-only, true fiduciary, registered investment advisor, provides this information to give a broad understanding of financial concepts and strategies.