Here are some ways in which we help
Cashflow analysis
- Provide clear visibility into your income, expenses, assets, and liabilities
- Prioritize where to most effectively put your next dollar
- For business owners, separate your personal from business cashflows and get organized
- Project your cashflows into the next 5 years
Investments
- Build an investment portfolio customized to your goals and preferences
- Implement portfolio and provide ongoing management
- Educate on investment topics you may be curious about
- Ongoing support and guidance through the market ups and downs
Savings & retirement analysis
- Find the best savings plan for you
- We can help you answer these questions:
- How much should I save and where? 401K, IRA, ROTH, HSA, SEP
- Can I retire early?
Tax planning
- Perform a tax diagnostic to evaluate if you’re taking advantage of all tax opportunities
- Then, work with your tax preparer to implement tax planning opportunities
Risk management
- Review insurance needs, including life, disability and umbrella insurance
- Guidance on other areas such as key person insurance and buy/sell provisions for business owners
Estate planning
- Guidance on creating a trust, will and powers of attorney
- Review your succession plan and align it with your wishes
College planning
- Clarify how much you need to save for college (you can even pick a specific school)
- Guidance on selecting an optimal 529 plan for you
- Advice on investment selection
Employee benefits
- We can help you answer these questions:
- How will relocating impact my overall finances?
- Should I take that higher paying job, but with lower benefits?
- Should I try to negotiate my current salary?
- Make the right elections during annual renewal, avoid leaving any money on the table
- Guidance on equity compensation (stock options, employee stock purchase, RSUs)
Let’s chat and see if we are a fit.
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