Rene' A. Nourse, CFP^®

At UWM (Urban Wealth Management), we believe that Financial Planning is the starting point for any conversation about managing, protecting and growing your money. Your plan should be the primary driver when it comes to your money-- not the other way around. We also like to be connected with our clients on a much deeper level. Knowing who you are as a person is just as important as helping you define and reach your financial goals. It gives us better insight so that we can design strategies that will be aligned with your goals and values.

Educational teleconferences and seminars are offered throughout the year as well as monthly newsletters, and timely articles which are updated and posted on our Wealth Management University web page. We recognize that our clients are busy people, so using technology to connect is a key element of our practice. For example, we offer all clients a state of the art, interactive Financial Dashboard. The Dashboard allows clients to have a consolidated view of their financial information in one place and is updated daily. Clients can track their spending and saving, create budgets, see their net worth, and even store information in a digital "safety deposit box" Best of all, because it provides a clearer picture of their overall financial life, it allows us to view, monitor and as needed, provide timely guidance and recommendations. To learn more, visit our website: http://www.urbanwm.com

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances