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Finding Equilibrium In Personal Finance

At Savoire Financial, we believe money is deeply personal and emotional. With expertise in behavioral finance, we help clients make sound long-term decisions while addressing fears and staying true to their goals, guiding them towards a well-lived life today and a prosperous future. Let us be your trusted partner in navigating the emotional aspects of money, empowering you to find balance between enjoying the present and securing financial well-being.

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Client Centered

I believe that when women and LGBTQ+ people have wealth, we can change the world.

Cris Caruso, BFA, CFPC

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<strong>Upholding Our Values</strong> In Everything We Do

Upholding Our Values In Everything We Do

We are committed to excellence, providing the best care and support for our clients, while fostering a sense of community that allows us to connect, reach our goals, and feel safe and secure. With empathy and teamwork, Savoire Financial guides clients through their money journey, collaborating with trusted industry professionals to ensure they receive the best possible care and services for themselves and their families.

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Our Services

Comprehensive Financial Planning

We provide comprehensive and personalized guidance, helping you navigate the complexities of financial planning, make informed decisions, and create a roadmap for your future, ensuring you are well-prepared for any challenges that may arise.

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Asset & Investment Management

Savoire Financial can help you achieve long-term financial success by creating customized investment plans for you and adapt as your needs and the market change. This will help build a strong base for your future wealth.

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Who We Serve

Who We Serve

Savoire Financial specializes in comprehensive planning for LGBTQ individuals and couples, unmarried partners, and women who are breadwinners and primary decision makers in their households. We understand the unique challenges and goals you face, and our dedicated team is here to provide personalized guidance and support, ensuring your financial future is secure and aligned with your aspirations.

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