What's most important to you?
“The important work we do together is based around helping you achieve the things that are most meaningful to you.”
- Confidence in retirement
- Protecting your family
- Getting organized around your finances
- Paying for college
- Caring for a loved one
- Buying a new home
- Buying the dream vacation home
- Leaving a legacy
Are you on the right path toward your goals?
Conducting a wholistic review of your current plans:
- Employee Benefits (Deferred Compensation, RSUs, Stock Options, Pension, etc.)
- 401(k), 403(b), IRA, pension, profit share recent statements
- Investment account statements
- Individual life insurance, disability insurance, and long term care policies
- Auto, home, and umbrella policies
- Recent paystub showing all deductions
- Personal and business income tax returns
- Wills, living wills, DPA, trusts
- 3 months’ expenses
Why do we work? Meaning and money
Cashflow is your most precious financial resource. You can spend your money, save it, invest it, or give it away. That’s it.
Understanding your cashflow is critical to financial success.
- Current overview analysis – identify and account for all threats to cashflow
- Life events analysis– ensure you can meet all obligations
- Prepare balance sheet to take advantage of opportunities
- Build financial future on solid foundation
"Many Americans fail to acknowledge that their income from work will cease. It will occur due to retirement, unemployment, protracted illness, or death. Regardless, it will happen. Guaranteed.”
- Joe Pombriant
Are you well-positioned to take advantage of the opportunities?
1. Principles of Building Wealth
- 3 Laws of Wealth Building
- Rate of Savings vs. Rate of Return
- Compound Effect – Taxes, Cashflow, Longevity
2. Principles of Investing
- Strategies & optimal vehicles
- Portfolio construction
- Opportunities
- Exit strategy to enjoy wealth
There is no progress without action
- Our team and affiliated experts help you step-by-step to implement your plan
- Establish a personalized system to track and monitor your progress
- We hold you accountable to your life goals and we’re available when guidance is needed in between regularly scheduled appointments
The only constant in life is change
And we’re here to help you navigate those changes to make your goals a reality.
Annually we’ll confirm your vision and make sure you’re still on the right path. When any life changes occur, or life throws you curve balls, we’re only a phone call away.
- Having a baby
- Buying a new home
- New job offer or career change
- Parent/spouse gets sick or passes
- Getting married/divorced
- Retirement
- College