-What’s the best way for us to save for a home?
-How can we utilize our savings and income to retire at age 50?
-I’m inheriting part of my parents estate. How should I position the assets?
-What are some tax strategies we can implement that will help now and in the future?
-I’m thinking of starting a consulting business; how can we best plan for that?
-I’m getting close to retirement; what should I begin to think about?
-What’s the best way to give to charity from a tax standpoint?
-What are some non-traditional ways to help my kids outside of 529s?
Our #1 priority is to get you to improve your relationship with money and enable you to connect your values, goals, and beliefs with your finances. When this happens, you’re better able to realize what financial success really means to you.
Absolutely. Asset management is optional. We will still deliver advice on how to construct your portfolio. You will be in charge of implementing our recommendations. Please keep in mind that we are not ‘stock pickers’. Our advice will be in alignment with our investment philosophy.
We will have regularly scheduled meetings that will be held quarterly. You have unlimited access to us for any ad hoc meetings, calls, texts, emails for situations that arise along the way.
Absolutely! Many of the significant others and spouses that we serve have careers in fields outside of consulting such as medicine, architecture, technology, education, public relations, healthcare, etc. We consider the values and beliefs of the households we serve to be much more important than our niche of consultants. If you believe you align with our values and beliefs, we will have a successful relationship.
Several themes resonate with consultants:
–Time is a rare asset that consultants highly value.
-Consultants typically are on the road a large portion of the time. This leaves many items unpolished and in need of organization.
-Consultants work in a collaborative, team based environment.
-Elite consultants have impeccable communication skills and can explain complex topics in a clear and concise way.
Our service model helps our consultant clients by alleviating their 4 biggest challenges noted above:
Time: we provide and coordinate the necessary services for them. Creating a service model to give back more time for our consultant clients was of utmost importance.
Organization: We act as the central hub to our clients financial lives and provide guidance to make sure their financial ship is pointed in the right direction.
Collaboration: We take the time to understand our clients needs, wants, and goals and utilize a team based approach by utilizing other professional services (estate planning attorneys, insurance agent specialists, etc)
Communication: We strive to communicate complex financial, tax, and investment strategies in a clear and concise manner that makes the decision making process efficient and absent of industry jargon.
-Fee-Only: We do not collect commissions, kick backs, or referral fees. We are strictly paid by our clients. This eliminate an enormous amount of conflicts of interest.
-Fiduciary: We are legally required to ALWAYS act in our client’s best interest AT ALL TIMES.
-CERTIFIED FINANCIAL PLANNER™: You will always be guided by a CFP®, the industry gold standard for wealth managers.
-Independent: We don’t have a parent subsidiary to answer to. This allows us to stay nimble and quickly pivot to the changing needs of our clients. We are also a small business; the backbone of this country!
-Virtual: Enjoy working with us from the comfort of your own home. We will have a successful relationship as long as you have internet and the ability to communicate over Zoom, email, and phone calls.
-Advice Driven: The backbone of our services is advice. We are not here to sell you a product. We are here to provide sound financial advice to make you successful. The flat monthly fee you pay gives you unlimited access to an advice driven financial planner.