In announcing the formation of C3 Financial Partners, we believe the timing could not be better. We are often asked, “What does C3 stand for?” and we explain that in our experience, the reason most people don’t continue their estate, business, or philanthropic planning is for three reasons.
First, they don’t have clarity of their goals and objectives, and since clarity is our first objective, we believe the year 2020 is symbolic of not only our vision, but our mission as well.
The year 2020 is symbolic of our vision and our mission at C3 Financial Partners. Our goal is to help our clients and their advisors gain clarity, confidence, and coordination in their personal, professional, and philanthropic planning objectives. Additionally, through our multi-generational firm, we strive to provide continuity for our clients and their advisors so that we can continue to be a part of their advisory team for many generations to come.
Learn more about the meaning behind the name C3, our mission, and our team.