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About

Our Mission Statement:

Providing comprehensive financial planning services that allow families to fulfill their hopes and dreams.

Dr. Stephen Benold, CFP®

Stephen founded Benold Financial Planning in 2005 to provide clients a place to receive objective, goal-based investment advice. Above all else, our guiding principle is to place the goals of all current and future clients at the forefront of every financial decision. Stephen assists clients in developing long-term investment strategies to help solve financial issues and position each client to achieve all that is important to them.

Jordan Benold, CFP®

Jordan comes from a family lineage of medical doctors. Both of his grandfathers and his uncle are physicians. His father is a physician as well; however, he is also a CFP®. After working in finance for 16 years in the mortgage industry, Jordan is proud to continue in the footsteps of his father by serving clients as a financial planner.

PROUD MEMBERS OF THE FOLLOWING ORGANIZATIONS

benold family at beach

Financial Planning Process

1. Schedule Consultation

The process begins with establishing a relationship between the client and Benold Financial Planning, with an informal initial consultation. Your financial planner will explain their financial planning services.

2. Plan Creation

You've gathered the relevant information, now it's time to analyze it and create a financial plan. The plan will include specific action points for your personal goals such as cash flow analysis. income tax planning,

3. Implementation

With a plan in hand, both parties will carry out the recommendations thereby putting the plan into action. Various items may be carried out at varying time frames.
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