Who We Serve

The working years are hectic for most people; so busy you may not have the time or know-how to clarify your goals and lay out the steps you need to take to reach those goals.

Helping people organize their financial life by building a plan to meet their short-term and long-term goals is our specialty! But what does that even mean?

At Worthen Financial Advisors, we help busy Professionals:

1. Get organized, so you can create and reach your financial goals

2. Come up with a plan to pay off debt, including cars, credit cards, student loans and more

3. Workplace benefit review and advice

4. Establish the right mix of assets to use income wisely

 

Why not take the first step and book a complimentary consultation?

WHAT TO EXPECT IN YOUR FIRST APPOINTMENT:

We’ll simply chat and get to know each other for about an hour. I’ll tell you about our firm and what we do, then we’ll talk through some questions. 

It could be the easiest life changing step you’ve taken in a long time!