About Key Financial
Financial freedom isn’t merely a decision; it’s a conscious choice.

We stand by your side, supporting you every step of the journey.

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Aria Keyoumarsi

Founder Of 
The Key Financial

My story

My passion for financial education began when my family faced the 2008 housing crisis. We lost our home, but I gained a profound understanding of the importance of financial knowledge. As a Financial Professional, my mission is clear:
empower individuals and families with the tools they need for financial independence. I offer tailored advice, ensuring clients understand their options and opportunities. My journey hasn’t been without obstacles, but each one has shaped my growth. Guiding clients toward clarity and progress reaffirms my commitment to their well-being. I’ve witnessed the positive impact I can make. Now, I aim to build a community of financially empowered individuals. Join me on this empowering journey toward a brighter, more secure future.

Values and Mission

My core values are integrity, education, and empowerment. These values align with my personal beliefs and your needs as my valued client. I believe in providing transparent and ethical advice, continuously educating myself and you about financial matters, and empowering you to make well-informed decisions.

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8 Step Fiduciary Planning Process

  1.  Establishing a holistic fact-finding process to gain a clear and precise understanding of our client’s needs via FHA.

  2. Working diligently with the client to clearly identify and establish appropriate goals and objectives.

  3. Analyze, compare, and distinguish client scenarios (current and suggested)

  4. Develop relevant and applicable proposals using due diligence, prudence, and care.

  5. Objectively educate the client about the subject matter prior to making the recommendation.

  6. Present recommendations clearly and accurately so the client gains a comprehensive understanding of the circumstances as well as the potential consequences of their action or inaction of the recommendations.

  7. Developing a process to implement agreed-upon recommendations.

  8. Establish a system for monitoring, reviewing, and adjusting the recommended plan.

Financial Health Analysis (FHA)

A Financial Health Analysis (FHA) is a part of our Holistic Fiduciary Planning to get a better understanding of your financial scope by; assessing where you are today, analyzing your financial goals for tomorrow and establishing a financial road map with confidence and precision. With our unique FHA process we map out a specific outline of your finances that will lead to a brighter and safer future.

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Start Building Your Legacy Today
Don't leave your legacy to chance. Begin your journey today by contacting us. We offer a complimentary consultation to assess your needs and provide you with a clear path forward.