Let's put your plans in motion
My name is Charles Griffin and I am a former teacher with Orange County Public Schools. My passion is helping clients gain financial clarity and that starts with my 3-pronged process to financial education. It is easy as 1,2,3.
In our introductory meeting we get to know each other. I ask questions about you, your family, and what brought you to Central Florida. As we are speaking during our introductory meeting, I am getting to know you better and you are getting to know more about me. I want to be invested in my clients lives. I love sending personalized family Christmas cards to my clients and I love to receive them as well.
During our second meeting we go over your finances. I send you a financial snapshot out prior to our meeting. This is like homework that I would give my students when I was teaching. While going over the financial snapshot, I ask more questions to get to know you better. This is a great opportunity for you to share your hopes, dreams, and goals. These details help me understand the right path for you and your family. Some of the smallest details make the biggest difference in you reaching your financial goal.
In our final meeting I will give you my recommendations. These recommendations are ways that can help you reach your financial goals. We will speak through them and get your financial ship pointed in the right direction.
My goal is to help all my clients reach financial clarity and I would love to help you as well! Please fill out the form on the bottom of the page to schedule a meeting!
Currently I am working with residents of: Winter Garden, UCF, Waterford Lakes, Casselberry, Lake Mary, Heathrow, Winter Park, Baldwin Park, Geneva, Chuluota, Longwood, Altamonte Springs, Sanford, Downtown Orlando, Lake Nona, St. Cloud, Narcoossee, Windermere, Isleworth, Bay Hill, Celebration, Disney Area, Universal Studios Area, I-Drive Area, Millenia and surrounding areas.