2107 Elliott Avenue
Often, people want to know just what it is that they aren’t thinking about. We take time to understand the goals at hand, while taking into account a comprehensive view of 13 separate wealth management issues that are often relevant to a full financial picture.
Each person’s wealth planning journey is different. And, the process is customized to each person. Your questions are addressed and complexity decreased so you may focus on what matters most in life.
We’ll work together to define goals, understand and account for different scenarios, document current financial information and make recommendations based upon our findings.
This is an investment in yourself and your future. We want it to be a thoughtful and impactful project. You have the choice on how you want to implement any findings.
Goal identificationConsultation on life changes that may affect your assetsPortfolio review (allocation, risk tolerance, objective, tax efficiency, cost, investments)Design of a spending plan and cash flow managementLife insurance analysisEducation funding for children and grandchildrenRetirement planningExecutive compensation
Employment package analysisFinancial organizationRecommendationsImplementation of recommendationsCharitable giving strategiesEstate planning review and coordination with legal and tax advisorsIncapacity planning
The Financial Review includes a one-time fee that covers a customized review of financial situation, goals, and needs, and provides specific recommendations. Plans begin at $2,500 and depends on situation and complexity.
Planning should be a process not an event. With partnership with planning clients, we manage and maintain their financial plan through ongoing communication and collaboration that reflects changes in their life, planning strategies, the laws and the investment markets. This service is for those who prefer to continue an ongoing financial planning relationship.