Deliverables

Life Planning +
Financial Planning =
Financial Life Management

We are here to help achieve your goals in alignment with relationships and values that matter most to you. To this end, we provide guidance on substantially all aspects of your financial life by holistically integrating disjointed parts of your personal finance and building a cohesive plan to help achieve your goals—even while family obligations, a demanding career or business, and other commitments occupy much of your available time and energy. We are a boutique firm by design—personal, accessible, and responsive—so you can reach us directly to discuss your most important issues in the everyday language you speak and can understand.

Summary of Deliverables

// Comprehensive financial planning*

// Portfolio management and investment advisory

// Insurance advisory and sales

// Strategies to make money last in retirement

// Strategies to minimize income and estate taxes

// Strategies to efficiently finance estate tax obligations

// Business succession and exit planning

// Retirement benefits — like 401(k) plans, cash balance plans, etc.

// Executive benefits — like nonqualified deferred compensation plans, etc.

* By COMPREHENSIVE FINANCIAL PLANNING, we mean RETIREMENT PLANNING, ESTATE PLANNING, INVESTMENTS, TAX PLANNING, EDUCATION PLANNING, and INSURANCE PLANNING. Additionally, we consider variables for each client situation such as family status, net worth, income level, life or professional stage, and other circumstances like health issues, aging parents, special needs children, etc.

Summary of Deliverables

Result: Financial Life Management