FINANCIAL
PLANNING
CASH
FLOW
INVESTMENT
MANAGEMENT
TAX
PLANNING
ESTATE PLANNING
INSURANCE
ANALYSIS
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Service Offerings
Full Service Wealth Management
- Tailored Financial Plan based on goals
- Customized Investment Management
- Tax Strategy including tax return review by tax professional
- Review of budget and plan for saving and spending
- 2-4 Meetings Per year to update as life changes
- Year Round access to ad hoc communication with Advisor
- Access to financial planning dashboard
- Secure Document Storage
This service is generally best for those who want to delegate their finances and spend their time on other parts of their life that bring them more joy.
One-Time Financial Planning Engagement
- Personalized financial plan with clear, actionable recommendations
- Strategic investment recommendations aligned with your goals
- Tax optimization strategies to help you keep more of what you earn
- Comprehensive snapshot of your financial situation and roadmap forward
Best for those who are only looking for a 3 month engagement. Generally ideal if you have 2-3 items that you want a professional to take a look at. Examples include a retirement plan, incentive stock options, investment portfolio, or charitable giving strategy.
"Most people overestimate what they can do in one year and underestimate what they can do in ten years"
- Bill Gates