(601) 607-7373
Kvance@ponderains.com

Ridgeland, Mississippi

Schedule a Meeting With Pondera Financial Group or Call 601-607-7373

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Ridgeland, Mississippi

  689 Towne Center Blvd, Suite #C Ridgeland, MS 39157
 Office: 601-607-7373
 Toll Free: 855-267-7373
 Fax: 601-607-7322
Kvance@ponderains.com

We’ll Plan for the Whole Journey, Together.

The Pondera Financial Group, LLC Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.

Step 1: Discovery

  • Start with your goals & values
  • Establish what you need from an advisor
  • Map out your current financial picture

Step 2: Strategy

  • Evaluate what is needed to reach your goals
  • Review of red flags and opportunities
  • A strategic plan to get you where you want to go

Step 3: Implementation

  • Organize accounts to goals-based investments
  • Complete additional planning areas
  • Establish our plan for communication and connection