Services Designed For You
You know from lived experience that it takes goal setting and hitting milestones to reach what you set out to achieve. Astute short- and long-term planning, a seasoned team supporting you, and methodologies aligned with your values provide a solid foundation to meet your goals.
Planning for retirement may seem daunting, leading many to put it off. With the right approach, it need not be a source of stress. We can help you close one chapter and confidently move forward to the next. We’ll take the heavy lifting off you by identifying your sources of income, calculating expenses, implementing a savings program, managing your assets, and supporting your transition.
Estate planning is a requirement to ensure your financial wishes are taken care of and your family isn’t left to pick up the pieces or guess what you want for your financial assets. Getting a head start on preparing tasks and managing assets can provide reassurance and security to your heirs.
Our philosophy is aligned with Modern Portfolio Theory (MPT) and its implementation through passive and/or evidence-based investment vehicles as the appropriate methodology for structuring client investment portfolios. We believe that costs should be controlled, risks should be monitored, and tax consequences should be considered.
Every financial decision we make impacts our lives. Most of the other choices we make in life also have financial implications. How do you navigate the intersection of life and money?
To meet clients' needs more profoundly, creatively, collaboratively, and effectively, we employ an enhanced method of providing wealth management that centers the client’s personal values, goals, motivations, and priorities—life planning—at the center of the financial planning process.
Life Discovery, therefore, is an evidence-based method for client interaction designed to help guide clients through an exercise in self-discovery that becomes the living, breathing, navigational compass for the work ahead.
Legacy Creation
Building your legacy and passing down your values to the next generation is as important to us as it is to you. Financial planning that considers asset allocation, tax savings, and investment opportunities is our commitment to you. By combining our expertise with your vision, we can build a plan that considers your needs and educates your successors about money management.
As the saying goes, “there are only two certainties in life: death and taxes.” But you don’t have to fall victim to overpaying your taxes. As many high earners know, Uncle Sam likes to claim his share of your hard-earned dollars. Virtually everything you do has some tax consequence. However, many situations must be considered to help avoid allowing the tax tail to wag the dog.
Keeping your money well-managed within your personal parameters for risk is our commitment to you. We assess your current level of risk across your entire portfolio to ensure your investments are best aligned with your goals.