As a mid-career professional, you're juggling many competing priorities. For starters, you have family obligations and a demanding career. You also want to continue to develop and improve professionally and personally. All told, these activities and commitments occupy much of your available time and energy.
You're also committed to organizing and managing your personal finance responsibly. To this end, through ongoing planning and guidance, we can help achieve your most important goals in alignment with your deeply held values.
You're also committed to organizing and managing your personal finance responsibly. To this end, through ongoing planning and guidance, we can help achieve your most important goals in alignment with your deeply held values.
Summary of Deliverables
// Comprehensive financial planning*
// Building and managing investment portfolios
// Saving for children's college expenses
// Optimizing stock grants, 401(k) and other employee benefits
// Getting started on or updating an estate plan
// Minimizing income and estate taxes
// Evaluating the right amounts and types of insurance
// Setting up and managing a 401(k) plan for your business
// Planning for an eventual transition out of your business
// Building and managing investment portfolios
// Saving for children's college expenses
// Optimizing stock grants, 401(k) and other employee benefits
// Getting started on or updating an estate plan
// Minimizing income and estate taxes
// Evaluating the right amounts and types of insurance
// Setting up and managing a 401(k) plan for your business
// Planning for an eventual transition out of your 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.