FINANCIAL ADVISORY SERVICES
Financial planning is a process not a one-time event.
It is a process of understanding your past, present and future relationship with money, a process of checking in on your goals and aspirations, a process of making sure that when life throws you a curveball, we have a plan to meet that change.
Growing wealth with complex compensation structures necessitates careful review and decision-making. Our financial planning service provides clarity over your situation, visualization of what is possible, and a tactical roadmap for how to reach your financial goals and the life you need your money to support.
With financial planning, we cover:
Much of how you live and retire is determined by the decisions you’re making right now. That’s why we’re here. We draft the roadmap so you feel confident in your ability to retire when you want with financial freedom that sustains you throughout your lifetime.
We make sure that your wealth is protected. To do that, we collaborate with your estate planning attorney to create, update, and maintain a will, living trust, powers of attorney, and other key documents. We also make sure that assets are titled properly and your beneficiaries and successor trustees are named and up-to-date. Lastly, we offer estate planning family meetings where we can explain your estate plan to your loved ones so that family members and beneficiaries understand the plans you’ve put in place.
We help you understand and anticipate the tax implications associated with your wealth. And we make sure your financial plan and the decisions you make with your money are tax-savvy.
With tax strategy, we cover:
We build an evidence-based investment strategy that is aligned with your financial life plan and properly allocated to achieve optimal after-tax results. We believe that portfolios should be broadly diversified, low-cost, with an eye toward protecting the downside as well as offering opportunity to the upside. As your financial advisor, we make sure your risk is always managed by rebalancing when necessary and performing tax-loss harvesting.
We assess the personal risks and liabilities you face and identify steps that can be taken to protect you, your family, and your assets, such as reviewing and recommending various levels of insurance. While we do not sell insurance, we do advise on coverage needs from life, disability, long-term care, auto, homeowners, and umbrella policies.
As a team member of your circle of advisors, we take seriously our role as your family CFO. As such, you can count on us to interface with your other advisors to ensure your entire financial life is cared for and complete.