Clear Vision, Confident Future
Get clarity on what your money can do for you with a personalized wealth plan, ongoing support & proactive asset management.
Wealth Master Plan
Establish your financial foundation with a fully customized, comprehensive plan
Wealth Navigator
Receive on-going guidance and support to implement your plan and adapt as your life evolves
Wealth Stewardship
Benefit from proactive, expert asset management to keep your portfolio aligned with your long-term vision
Wealth Master Plan
Establish a Strong Financial Foundation with a Fully Customized, Comprehensive Plan
The Wealth Master Plan is the foundation of your financial journey, offering a comprehensive, one-time roadmap tailored to your unique goals, risk tolerance, and financial situation. Designed to cover every aspect of your financial life, this plan sets you up for long-term success with clear steps and actionable insights.
Investment
Starting at $10,000 based on complexity (we’ll provide a quote after our discovery call).
Planning Areas:
Life Planning:
Prioritize goals and find out which will have the most positive impact personally & financially.
Cash Flow Planning:
Maximize your income and have a plan for every dollar.
Retirement Strategy:
Get a clear plan on how your money will last through retirement.
Investment Portfolio Review:
Receive personalized investment advice for an optimized portfolio.
Tax-Advantaged Investing:
Receive an asset location strategy for max tax efficiency.
Tax Planning:
Receive proactive tax strategies tailored to your situation.
Estate Planning:
Ensure your assets are taking care of your loved ones and avoiding probate.
Asset Protection:
Safeguard your assets from risk.
Equity Compensation Planning:
Make the most of stock options and equity grants.
Real Estate Analysis:
Integrate real estate into your wealth-building strategy.
Company Benefit Planning:
Optimize employer benefits for added value.
College Savings:
Strategize for future education expenses for you or your loved ones.
Debt Elimination Plan:
Develop a plan to reduce and eliminate debt effectively.
Specialized Planning:
For Corporate Professionals:
Equity Compensation Planning to maximize stock options.
For Active Traders & DIY Investors:
Strategy Review to fine-tune your trading & investing approach for your personalized financial situation
Additional Services for Business Owners
Business Entity Analysis:
Choose the optimal structure for tax and liability purposes.
Business Cash Flow Planning:
Get confidence in funding goals with business cash flow.
Owner’s Pay Analysis:
Optimize S-corp salary for owners while maximizing tax benefits & reducing tax audit risk.
Self-employed Retirement Plan Analysis:
Maximize retirement contributions and tax benefits while avoiding compliance mistakes.
Asset Protection Planning:
Safeguard assets against risks.
Succession Planning:
Prepare for a smooth business transition.
Exit Planning:
Plan for a seamless business transition.
Wealth Navigator
We Help You Implement Your Wealth Master Plan & Provide On-Going Guidance and Support
Our Wealth Navigator service is designed for clients who have completed their Wealth Master Plan and are ready for continuous, tailored support to implement and adapt their financial strategies beyond the first year of working together.
Whether you’re a business owner, a tech employee with equity compensation, a DIY investor, or a professional trader, we offer specialized programs to address your unique needs and help you continue to achieve your financial goals.
Investment
Starting at $12,000/year based on complexity and on-going needs
Ongoing Planning: All Wealth Master Plan topics will be reviewed & implemented PLUS..
Business Entity Analysis:
Choose the optimal structure for tax and liability purposes.
Business Cash Flow Planning:
Get confidence in funding goals with business cash flow.
Owner’s Pay Analysis:
Optimize S-corp salary for owners while maximizing tax benefits & reducing tax audit risk.
Self-employed Retirement Plan Analysis:
Maximize retirement contributions and tax benefits while avoiding compliance mistakes.
Asset Protection Planning:
Safeguard assets against risks.
Succession Planning:
Prepare for a smooth business transition.
Exit Planning:
Plan for a seamless business transition.
Coordinate With Your Financial Team:
We act as your quarterback for your whole financial team.
Accountability Partner:
Be sure no major deadlines get missed throughout the year.
Life Event Planning:
Get help when major life events may change your financial situation.
Tracking Goals:
Receive updates on how far away you are from reaching your major goals & changes that can be implemented.
Ongoing Cash Flow Planning:
We will keep track of how cash flow changes and adjustments that should be made in your plan.
Investment Updates:
As the market changes, portfolio changes will be suggested if necessary.
Open Enrollment Review:
Get your questions answered on which benefits should be elected/changed during open enrollment.
Ongoing Tax Planning:
Receive ongoing proactive tax planning to help you make choices based on your current year income. Withholding is also reviewed.
Ongoing Estate Planning:
Get an estate review every year and make sure no changes are needed.
Equity Compensation Support:
Ongoing review of your equity compensation and/or ESPP plan assets to make informed and tax-efficient selling decisions.
For Business Owners:
Business Coaching:
Gain strategic insights to grow and strengthen your business.
Ongoing Business Cash Flow Planning:
Get feedback on how to use business cash flow to align with your goals.
Ongoing Self-employed Retirement Plan Analysis:
As income may change, so may your retirement needs. Get an ongoing review to be sure your plan still fits your needs.
Wealth Stewardship
Proactive, expert asset management to keep your portfolio aligned with your long-term vision
Managing investments without a clear strategy is like sailing without a compass. That’s why Wealth Stewardship is exclusively available to clients who have completed the Wealth Master Plan, ensuring that every decision aligns with a well-defined financial roadmap.
With Wealth Stewardship, you receive proactive, expert asset management tailored to your goals, risk tolerance, and long-term vision.
Investment
A percentage of AUM, customized to your portfolio.
What We Offer:
- Proactive Asset Management: Our team actively manages your investments to ensure they align with your personal financial plan and respond to changing market conditions.
- Regular Reviews & Adjustments: We conduct periodic reviews to adapt your portfolio based on market shifts, economic trends, and your evolving financial goals.
- Transparent Fees: Benefit from clear, percentage-based fees on assets under management (AUM) with no hidden costs, so you know exactly what you’re paying for.
Ready to take the next step?
Let’s build your future together. Schedule a consultation to get started on your Wealth Master Plan today.
The Process
Step 2: We will decide which service is right for your needs and you’ll sign a client agreement.
Step 3: You’ll be setup to start uploading documents in the secure portal.
Step 4: I get to work on your project or comprehensive plan.
Calls with me will be scheduled accordingly throughout the process!