Here's What We'll Do When We Work Together

 

  • Whip your finances and investments into shape

  • Get and keep your entire financial house in order

  • Protect, enhance, and transfer your wealth

  • Make smart decisions about your money

  • Minimize or avoid costly mistakes

  • Start making work optional

 

Protect your wealth through insurance planning and risk management

  • What is the proper mix of investments for my unique situation?
  • How much risk should I take to achieve my long term financial goals?
  • How do I tax manage my investment portfolio?
  • How much money do I need to retire so I don't outlive my money?
  • What retirement vehicles should I use to fund my retirement?
  • And much more!

Enhance your wealth through investment and retirement planning

  • What is the proper mix of investments for my unique situation?
  • How much risk should I take to achieve my long term financial goals?
  • How do I tax manage my investment portfolio?
  • How much money do I need to retire so I don't outlive my money?
  • What retirement vehicles should I use to fund my retirement?
  • And much more!

Transfer your wealth through education and estate planning

  • What documents do I need to protect my family and my assets after I die?
  • How do I minimize the impact of death taxes?
  • How do I title my assets to efficiently transfer those assets to my loved ones?
  • What options are available to me to fund my children's education?
  • And much more!

My Core Values To You

Creating a great client experience begins with adhering to certain core principles. Here’s what we’ll achieve when we work together.

Organization

Bring order to your financial life on “macro” level (investments, insurance, retirement, education...) and “micro” level (cash flow: income, spending, savings, taxes)

Accountability

Help you follow through on financial commitments, work with you to prioritize goals, show steps you need to take, and regularly review progress towards achieving your goals

Objectivity

Help you avoid emotionally driven financial decisions, consult with you at key moments of decision-making, managing and disclosing any potential conflicts of interest

Proactivity

Anticipate life transitions, be prepared for them and create an action plan to address them

Education

Explore knowledge needed for your financial plan to succeed by understanding your situation, providing resources to help make your decisions, and explain options and risks of each choice 

Partnership

Work collaboratively with you not just for you with complete transparency and be your financial coach


Here’s How We’ll Achieve All of That

#1: Interact To Create and Implement Your Goal Based Financial Plan

  • We’ll work together to create and adapt your financial plan on an ongoing basis using interactive tools and do it on the fly in real time
  • We’ll create various scenarios to model events which can derail your finances and proactively discuss steps to address those events
  • We’ll review all major aspects of your finances, identify gaps, create an action plan, and implement the plan

#2: Organize Your Entire Financial Life With Your Personal Wealth Management Website

  • You’ll get your own personal website to organize all of your finances -- you’ll be able to see what you have, where it is, and what it’s worth all in one view
  • You’ll see everything you own and everything you owe -- consolidated, visualized, and updated daily
  • We’ll track your spending and cash flows to hold you accountable
  • You can store all your important financial documents securely in your personal online vault
  • You can access your website on your mobile phone anytime anywhere

#3: Manage All Your Investments...No Matter Where They're Located...All In One Place

  • We’ll integrate your 401k and other retirement plans no matter where they are located into a holistic investment plan
  • You’ll see the performance and allocation of your entire portfolio -- updated daily
  • We’ll employ evidence based investing and use academic studies and financial science to guide investment decisions not guesswork and speculation
  • We’ll use an evidence based investment philosophy and adhere to these 5 principles: own the entire market, diversify broadly, keep product costs reasonable, minimize taxes, and stay the course

#4: Collaborate With You Through Personal One-To-One Coaching Sessions

  • We’ll create a structured and regimented approach throughout the year to review and implement your plan
  • We’ll use screen sharing and video to personalize your experience during our one-on-one meetings throughout the year
  • You'll get to schedule coaching sessions with me at a day and time that's convenient for you using my online calendar system so I can dedicate my time only to you
  • I'll reach out to you proactively for regular review sessions as well

#5: Communicate With You Regularly Through Exclusive Client Content

  • You’ll get exclusive access to the private client site where I’ll post multimedia educational content -- including videos, special client webinars, audios, teleseminars, and articles -- all to help you succeed
  • You can watch the video or download the audio and listen to it on mobile devices
  • I'll cover a wide range of financial planning topics you're concerned about and present them in a way you'll understand

 

Ready To Get Started?