I’m Caroline Tanis, lead financial advisor and founder of Tanis Financial Group (TFG). At TFG we believe that your financial goals should be the foundation of your dream life. As a female financial advisor based in New Jersey, my team and I work with clients across the country to create a personalized financial plan that will help you achieve your goals and build the life you’ve always wanted.
Our goal-based financial planning process is tailored specifically to meet the needs of highly successful women and their families (when applicable).
You’re a high-achieving individual with a demanding career, and your financial situation is complex. That’s why we take a personalized approach to every client’s financial plan, ensuring that it’s tailored to your unique needs and goals.
Our process begins with getting to know you and your vision for your future, so we can create a goal-based financial plan that aligns with your aspirations.
We take a comprehensive approach to financial planning, examining all areas of your financial life, including but not limited to trust and estate planning, investments, insurance, and planning for the next generation. By taking a holistic view of your finances, we’re able to develop a strategy that encompasses your entire financial landscape and sets you up for long-term success.
Throughout the planning process, we prioritize clear communication and collaboration, working closely with you to ensure that your financial plan reflects your values and goals. We understand that life is constantly evolving, which is why we’re committed to ongoing monitoring and updates to ensure that your plan stays on track.
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Here at Tanis Financial Group we believe that financial planning can help you build your dream lifestyle
-Caroline Tanis, CDFA®
