The Bindra Group Team
Our Three-Step, Evolving Financial Process
Our financial process consists of three initial steps: Discovery, Development, and Recommendation.
- Discovery - We start all of our relationships by getting to know you and your financial goals.
- Development - Once we have a solid understanding of what you need, we begin crafting a personalized financial plan suited to you.
- Recommendation - Finally, we deliver our recommendation and guide you on your financial journey.
We don't stop there. Our clients are the center of everything we do and after this initial plan, we want to continue to learn and grow - together. We will continue to share quarterly reviews and be there to celebrate your major milestones like birthdays, graduations, and retirement. Along the way, we will adjust the plans based on your feedback and changes to your situation.
Our Financial Professionals
Kultar S. Bindra, CFP®
Managing Director, Financial Advisor
(703) 485-2029
Steven Alvarez
Wealth Associate
(703) 485-2029
steven.alvarez@lplfinancial.com
Sarah Dean
Admin Solutions Consultant