Financial Planning

As a community bank we believe in developing genuine relationships with our customers so we can tailor financial strategies to fit their individual goals. Judi Adams follows a three-step process in understanding your needs and developing a plan that’s right for you.

Step 1

We help everyday people. Whether you are just getting started or nearing retirement, we partner with you to develop a Financial Profile that fits your unique lifestyle.

Step 2

Together, we develop a customized Financial Plan to include those financial options that make sense for you now and for your future. As part of our financial planning service, each of our clients receives a customized Consolidated Solutions Binder to keep track of your most important documents. We also touch base with our clients every three months and meet at least once a year for a Financial Health Check-Up.

Step 3

Ongoing education & information. We believe our clients should have access to current information on financial trends and products so throughout the year we host complimentary seminars to educate and inform. We select the topics based on feedback we get from our valued clients. Please let us know if there is a topic of interest to you and we’ll put it on the schedule.

For questions or to set up an appointment please call us at 513-734-4445, or email Judi Adams at jadams@bankwith-csb.com