Combined planning and investment advisory services.
This profile is typically an established mid-career professional or couple facing multiple decisions related to their careers, employee benefits, taxes, college financing and selection, entrepreneurship, investments, and insurance, among other things. It’s typically at this stage where more consideration is also given to how the next stage of life will look.
- Vision and goal prioritization discussion
- Step by step plan to organize and optimize all aspects of their financial lives.
- College saving and late-stage financing strategies
- Employer retirement plan recommendations
- Employee benefits review
- Tax return and legal document review
- Cash Flow & Budgeting
- Quarterly review and updates
- Portfolio Management
- Mutual accountability via regular “check-ins” and short-term action plans
- Meetings/Co-consulting with Attorneys, CPAs, insurance agents and employers