At DeSousa Financial, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where DeSousa Financial comes in.
The process we follow in completing a total financial strategy consists of three steps:
1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance.
2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future.
3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.
39159 Paseo Padre Pkwy. Ste. 309 Fremont CA 94538