Comprehensive Financial Planning
Turn your goals into a clear plan
We take a holistic view of your financial world by considering your goals, values, and responsibilities, then create a tailored plan that aligns every decision with your vision for the future. Whether you're building a plan from scratch or refining an existing strategy, we bring clarity, coordination, and confidence to every step.
How It Works
Our process is designed to bring clarity and structure to your financial life, ensuring your goals remain at the center of every decision. Each plan is thoughtfully tailored to you - never a template.
I
Discovery & Goal Setting
We begin by understanding what matters most to you - your priorities, values, and vision for the future. Every recommendation is grounded in a clear understanding of your goals.
II
Information Gathering
We organize the key details of your financial life, including income, assets, liabilities, existing strategies, and any business interests. This information provides the foundation for informed analysis and personalized recommendations.
III
Holistic Analysis & Design
We evaluate your financial picture to identify potential gaps and opportunities. We then design a coordinated strategy aligned with your goals and overall financial life.
IV
Plan Discussion
We walk you through your tailored financial plan in a clear and thoughtful manner. Together, we review the rationale behind each strategy and how it supports your broader financial plan.
V
Implementation
We guide you through each step of putting your plan into action and help you prioritize decisions. We also coordinate with other professionals as needed to help ensure every aspect of your planning strategy works together effectively.
VI
Review & Refine
We continue to work alongside you as your life evolves, providing ongoing guidance and regularly reviewing your plan. Together with your trusted professionals, we help keep your strategy aligned and on track.
Guidance You Can Trust
You deserve advice that is always aligned with your best interests. Reie Levi and Rob Ostberg are Financial Advisers affiliated with Eagle Strategies LLC, a Registered Investment Adviser.
In their role as Financial Advisers, they act as your fiduciaries, and are bound by the highest standard of conduct which is always to act in your best interest when providing investment advice.
They offer fee-based financial planning services including comprehensive financial planning, goal-focused strategies and estate planning.
We believe financial decisions are most effective when made within the context of a comprehensive financial plan. A well-structured plan, grounded in thoughtful cash flow analysis, provides the foundation for clear, coordinated decision-making. We work collaboratively with legal and tax professionals to ensure that every aspect of your financial life is aligned and working together.
Cash Flow & Scenario Planning
At Fidara Financial, we believe understanding your cash flow and exploring “what if” scenarios is essential to making informed financial decisions.
Cash flow analysis, the cornerstone of any financial plan, helps us understand what it costs to be you and how you pay for it - clarifying how your resources support your priorities now and in the future. This insight guides strategic choices that align with your short, medium, and long-term goals.
Paired with scenario planning, we model potential changes such as career shifts, market changes, major purchases, or unexpected events - revealing where you’re on track, where you may be exposed, and where you may need to adjust.
The result is a clear, actionable strategy that ensures every step supports your broader financial vision.
Throughout the process, we evaluate your financial life from every angle, stress testing a range of potential outcomes and worst-case scenarios. The result is a clear, forward-looking perspective - giving you the confidence that comes from knowing where you are today and how to navigate the path ahead.
Important Questions We Help You Answer
Planning for Your Future
When can I retire?
How can I create the income I need in retirement?
Am I invested appropriately for my goals?
Family, Lifestyle & Protection
Can I afford private school or college for my children?
How will major life events impact my plan?
Do I have enough insurance to protect my family, income, and assets?
Wealth, Giving & Financial Decisions
What is the best way for me to donate to causes I care about?
Which options make sense for legacy and estate planning for my family?
Am I managing debt effectively?
Will my plan still work if things go wrong?
Coordinated Guidance, Thoughtfully Delivered
At Fidara Financial, we bring together our experience with the insight of trusted professionals in tax, legal, insurance, and estate planning. This integrated approach ensures every part of your financial life works together, giving you clarity and confidence.
Many clients come to us with multiple advisers, each working independently without a full view of their finances. We simplify that complexity, serving as your central point of coordination and helping you build the right team when needed. The result is a cohesive, intentional plan that lets you focus on what matters most.
A Plan Built for You
Gain the clarity and structure needed to make thoughtful financial decisions.
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Where We Do Business
