Financial Planning and Priority Setting
This is where we identify what matters most to you. What are you trying to accomplish? What concerns you most? And of course – what’s top of mind? We’ve noticed that even if there’s a bigger financial issue at play, sometimes we just need to identify the most pressing ones before we can move on to the bigger picture.
Tax and Estate Planning
While we don’t actually complete your taxes or write your will or trust for you, we do spend time understanding your current tax return and estate plan and how unexpected life changes might impact those plans. We proudly partner with leading local CPAs, and attorneys to be sure our clients get the best advice.
Retirement and Life Planning
We help you understand your lifestyle today, and how that might translate into retirement given your current savings, spending, and income. We also examine how you spend time, and how that will change in retirement. Each situation is unique, and we help you craft a meaningful life post-employment that you can feel proud of.
Investment Analysis, Strategy, and Implementation
Investments don’t have to be complicated. We’re committed to helping you understand what you own and how building wealth and financial security works. As such, we use a sophisticated and disciplined approach to investing and purposely guide you through it so you can easily understand what’s happening.
Risk Management
There are many risks to achieving financial independence. That might be losing a job, getting sick, extended stays in healthcare facilities, or even death. There are many ways to mitigate risk, but no matter what you decide to do about the risks, we make sure you understand how they affect your personal financial situation.
Employer Benefit and Retirement Plan Reviews
We help with all aspects of your financial life, not just those we manage. That’s why we review your outside accounts and offer advice on employee or executive benefits packages and retirement accounts. We act as a sounding board during contract negotiations and feel privileged to be included in these important decisions.
Financial Organization
We provide one secure client portal that provides access to all your accounts offering a streamlined view of your net worth.
Real Estate Planning
A sale or purchase of real estate can be one of the biggest decisions of our lives. Too often it’s driven by emotion rather than proper planning. We work with you to ensure purchases are viewed within the context of your goals, while also offering clarity and perspective during what can be a very fraught experience.