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HOLISTIC WEALTH PLANNING

We are convinced that "fortune favors the prepared mind." That's why we believe so strongly in holistic wealth planning. Not only that it goes beyond traditional investment management but because it's personal. We work closely with you to develop understanding of your goals, values, and unique circumstances. By being deeply involved in guiding you, we will work with you to create and implement strategies that will benefit your family, loved ones, and causes you care about.

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Holistic wealth planning is a dynamic process that requires monitoring and periodic updates. Our software allows us to see your complete financial picture, develop financial strategies, and provide timely recommendations. Through comprehensive reports and 24/7 online access, you will be able to see you progress and know precisely where you are now on your path towards reaching your goals.

Financial Planning

A well-designed financial plan is a compass that will guide you on a road towards achieving your goals. We will analyze your current financial situation and future cash flows in order determine how you can meet your financial and retirement goals.

Risk Management

We place a great deal of importance on the area of risk management. We will work with you to identify and deal with underlying risks in your financial life that could come along and blow up your lifestyle or retirement plan. 

Investments

Our investment approach begins with helping you to envision the lifestyle you want to create. Once we know that, we will offer you a low-cost, diversified, and fully risk aligned investment solution that will help to maintain your lifestyle during your retirement years.

Estate Planning

It is our mission to help you maximize the lasting impact of your legacy. We will review your estate documents, provide you with a full report, and create a tax-efficient wealth transfer strategy so you can leave more to your heirs and causes you care about.

Tax Planning

We believe that that no one has to pay more in taxes than they have to. We will help you to navigate through various tax situations and recommend a strategy that will mitigate your tax liability over time and help to keep more of your income.

Retirement Planning

As you approach retirement, your focus will be shifting from accumulation to decumulation planning. We will work with you to model various scenarios and develop a proper distribution strategy that will minimize the chance of outliving your money.

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OUR SERVICES

Our Legacy-Driven Process

Getting Organized

We'll send you a secured link to provide us with a list documents to kick off the planning process. Once received, we'll gather the details we need to take your plan to the next stage and also help you get your financial information in good order.

The Investment Collaboration Meeting

This meeting is an opportunity for us to understand your investment goals and priorities as well as any biases and feelings you may have towards or against certain types of investments. Collaboratively, we'll go through each investment type, discuss all of the pros and cons, fees and expenses, and answer all of your questions.

Brainstorm Strategies

We'll model out your financial situation and identify strategies and tactics to consider in order to find the best way to reach your goals. 

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The Beliefs & Vision Conversation

You talk, we listen - this key meeting is all about you. We'll ask you about what and who you care about, learn about your values, and what is it that you really want to achieve. Understanding you as a person, your goals, and values, will allow us to provide you with a better and tailored advice.

The Explore Possibilities Meeting

We'll introduce you to your financial portal and run some tentative financial scenarios. You will see what the future could hold and what adjustments could realistically be made to the path you're on.

The Plan Presentation Meeting

You'll receive a detailed overview of your financial life and specific recommendations and actions to take now to achieve your investment goals, transfer unnecessary risks, and leave a long-lasting legacy.

1. Investment Decisions

2. Asset Protection

3. Estate Planning

Monitoring & Ongoing Care

Our financial planning process is a work in progress that needs to be adjusted based on your life changes. We will continue to meet regularly in order to keep you accountable, monitor your progress, and make adjustments as needed.

WINTER
MEETING

  • Review one-page financial snapshot and progress

  • Establish priorities for the year & update goals

  • Update financial planning projections

  • Annual budgeting and debt review

  • Help with tax preparation

  • Check annual credit score

  • Equity compensation strategy

  • Review investments

FALL
MEETING

  • Tax planning review + tax projections

  • Retirement related check-in (RMDs, contributions)

  • Health related check-in (HSA, FSA, Medicare)

  • Estate planning check-in

  • Insurance review

  • Outstanding loans review & debt restructuring

  • Update financial planning projections

SUMMER MEETING

  • Review review current progress and check ongoing financial planning tasks

  • Revisit financial and life goals

  • Check retirement and other tax-advantaged accounts contributions

  • Cash flow checking

  • Review investments

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