a financial planning process to keep you on track
Through our comprehensive upfront planning process and semi-annual meetings, our clients gain peace of mind. They get a partner that holds them accountable to their financial goals through regular contact as their lives and the world evolve. Because most of our clients are very busy with their careers and families, it’s important for them to have an advisor that makes sure they don’t have any blind spots or ‘miss something’ when it comes to their finances.
Financial Plan Creation
Get On Track: One Time Financial Plan Engagement
1 Get Organized Meeting
Review your financial data, discuss history, goals and current trajectory
2 Financial Plan Delivery
Interactive presentation of your financial plan
3 Implementation Meeting
Answer questions, prioritize goals and begin taking action on your plan
Ongoing Wealth Management
Stay On Track: Annual Flat Fee
Semi-Annual Review Meetings:
Monitor and Review your Investments, Net Worth, Retirement and Tax Projections, Insurance and Employee Benefit Coverages and your Estate Plan.
Our Financial Planning Services include the following:
Net Worth Statement
Formulate, monitor and grow your net worth over time
Investment Management
Stick to an intelligent, time tested, low cost, tax efficient and disciplined investment strategy.
Cash Flow / Retirement Planning
Enjoy your spending today, guilt-free, when you know exactly what & where you need to be saving.
Employee Benefits Review
Make intelligent, intentional elections with your 401k/403b, health insurance, options/RSUs/ESPP and other employee benefits.
Education Funding
Design a tax efficient plan on how to save for your children’s private K-12 and/or college tuitions.
Retirement Distribution Planning
Strategically build out a tax efficient retirement distribution schedule to replace your paycheck.
Tax Saving Strategies
Save, invest and spend in the most tax efficient manner possible.
Risk Management
Gain a second set of eyes on your insurance coverages to make sure your family is adequately insured.
Estate, Gifting & Charity Planning
Execute an estate plan to ensure your wishes are carried out, without paying more in taxes or probate expenses than is needed.