The first step in the investing process is to understand you—your goals, your risk tolerance, and your financial situation. The best investment plan is one that helps you reach your financial goals while allowing you to sleep well at night.
Through our work together, you will receive a customized investment portfolio tailored to your unique needs, as well as ongoing investment monitoring, rebalancing, and performance reports. Most importantly, you will be able to understand precisely how, where, and why your money is invested the way it is at all times. As a fiduciary, you can rest assured that all of the investment recommendations I make are in your best interest, no matter what.
Securing a successful retirement nest egg is a focal point of our financial planning process. Retirement is meant to be a time of novel experiences and enjoyment, and through our work, it can be just that.
Your retirement plan starts with a deep dive into the goals, hopes, and dreams you have for your unique retirement—your retirement vision. Then, using your retirement vision as a guide, we will take stock of your current situation and co-craft a roadmap that aims to get you there. Inevitably, your retirement vision will change along the way, which is why we will regularly revisit and fine-tune your retirement plan, accounting for lifestyle and financial changes along the way.
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Savings is like oxygen—you need it to survive. So a critical part of your financial plan is having the proper savings in place, creating a financial buffer between you and the inevitable ups and downs of life.
I will help you understand how much to save and where to store it with the aim to maximize your yield while minimizing risk and maintaining liquidity. In addition, as life goals change, I will help you navigate the impact that has on your savings and coach you through times where savings may need to be increased or decreased, depending on your situation.
An insurance plan is critical to the success of your long-term financial plan. Insurance helps to provide peace of mind, knowing that you and your family would be fine in the event of a loss, tragedy, or disaster.
We will cover specific recommendations for life, disability, home, auto, umbrella, and more during our insurance review and planning process to ensure that you are adequately protected and insured.
Your tax situation will evolve year over year, and you need a plan that reflects that. Our work together involves proactive tax planning designed with a goal to minimize your tax liability each year. As your trusted financial advisor, I will work hand in hand with your CPA or Tax Professional to ensure each strategy and recommendation is executed throughout the year and at tax time.
In addition to lowering your tax bill now, my advice will keep an eye on the future, ensuring that your retirement tax bill stays manageable with various retirement income sources. Lastly, as the legislative landscape changes, I will work with you to implement any new tax planning opportunities that come available, keeping tabs on each new modification to the tax code.
Money can be a tool for generations to come. You can establish a clear sense of accountability, financial wellness, and security for your heirs by outlining your wishes in a written estate plan.
As part of the financial planning process, we will review your current estate plan and ensure that it represents the wishes and desires you have for your estate. In addition, I will help you identify exactly which documents you will need, from trusts to powers of attorney, and work closely with your estate attorney to ensure your wishes are accurately depicted.