You are a professional in a corporate setting.... Or perhaps you own a professional practice or a business.
At any rate, as a mid-career professional, you are juggling many competing priorities—family obligations, demanding careers, personal and professional development, etc.—which occupy much of your available time and energy.
But you have a strong desire to gain clarity around your financial life.
To this end, we can help you gain clarity through ongoing guidance on substantially all aspects of your financial life.
At any rate, as a mid-career professional, you are juggling many competing priorities—family obligations, demanding careers, personal and professional development, etc.—which occupy much of your available time and energy.
But you have a strong desire to gain clarity around your financial life.
To this end, we can help you gain clarity through ongoing guidance on substantially all aspects of your financial life.
Summary of Deliverables
// Comprehensive financial planning*
// Optimizing investment portfolios in alignment with goals and values
// Evaluating the right amounts and types of insurance
// Saving for children's college expenses
// Getting started on or updating an estate plan
// Minimizing income and estate taxes
// Optimizing stock grants, 401(k) and other employee benefits
// Managing personal balance sheet including existing debt
// Setting up and managing a 401(k) or other company plan to maximize contribution and tax deduction
// Planning for selling or transitioning out of a professional practice or business
// Optimizing investment portfolios in alignment with goals and values
// Evaluating the right amounts and types of insurance
// Saving for children's college expenses
// Getting started on or updating an estate plan
// Minimizing income and estate taxes
// Optimizing stock grants, 401(k) and other employee benefits
// Managing personal balance sheet including existing debt
// Setting up and managing a 401(k) or other company plan to maximize contribution and tax deduction
// Planning for selling or transitioning out of a professional practice or business
* By COMPREHENSIVE FINANCIAL PLANNING, we mean holistically integrating RETIREMENT PLANNING, ESTATE PLANNING, INVESTMENT PLANNING, 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.