Many people view financial advisors as specialists in investments or insurance. However, our approach is truly holistic and comprehensive. We take time to understand you, your cultural background, your aspirations, fears, and the nuances of your life before making a single recommendation. This makes for a relationship with far greater reach and more robust conversations. From understanding your money personality to going into great depth with you on a prospective real estate purchase, the nature of our work together will truly extend to all areas of your financial and professional life.
As your life changes, your personal financial plan has to evolve with it.
Re-Envisioning Wealth
Our financial planning process explores six core areas, prioritizing your most important questions and concerns first.
Goals
Impact
Legacy
Safety
Taxes
Money
We will spend time understanding your financial priorities and aspirations; the intricacies of your life.
We will work with you to create a cohesive spending/saving/investing plan for the coming 12 months.
We will help assess any inherent risks associated with your current financial situation.
We will work with you to prioritize tax efficiency and develop an initial timeline/framework for repositioning your assets.
We will develop an easy-to-follow, comprehensive financial plan to achieve the aforementioned financial goals.
We will spend time understanding your financial priorities and aspirations; the intricacies of your life.
We will work with you to create a cohesive spending/saving/investing plan for the coming 12 months.
We will help assess any inherent risks associated with your current financial situation.
We will work with you to prioritize tax efficiency and develop an initial timeline/framework for repositioning your assets.
We will develop an easy-to-follow, comprehensive financial plan to achieve the aforementioned financial goals.
our process:
ONE
After the first year, we will meet two to four times per year, or as needed, to review progress toward financial goals and specific thematic topics such as charitable giving, insurance reviews, tax planning, etc. We will advise you as new developments occur, e.g., unexpected IRS audit, new income changes, navigating a property purchase, a new addition to the family, etc.
Our commitment is to serve as an understanding thought partner, an accountability partner, your personal database of financial knowledge, and sometimes your biggest supporter.
