Planning is bringing the future into the present
The financial planning process is essentially taking a snapshot of your financial picture and organizing all the pieces within.
It is a multi-meeting process over a 3-4 month duration. It includes the following areas:
Goal Setting
Cash Flow Management & Investment Saving Implementation
Retirement Plan
Investment & Insurance Review
Financial Positioning System- Wealth and Protection Matrix
Within these meetings the following topics are incorporated: tax strategies, company equity mapping, debt review, college planning, estate planning, and retirement income optimization.
Not only do clients have a financial plan to walk away with but investment education is included. Understanding the basic fundamentals is key so clients understand WHY they are making certain investment decisions within their plan.
To find out if it is a good fit, schedule your discovery call now.
Equity Grants
Equity grants are a powerful tool that allows individuals to become owners of a company. By offering employees the opportunity to receive a share of ownership, companies foster a sense of loyalty, motivation, and alignment with the organization's success. In this announcement, we will explore what equity grants are, their benefits, and why you should consider getting one. So, let's dive in and discover how equity grants can unlock a world of possibilities for you.
Who do we help the most?
Financial Planning.
Families looking for further diversification; private equity, private debt, energy, oil & gas, real-estate.
Employees trying to manage their ISO and RSU grants.
Small Business Owners looking for tax efficiency and business organization through daily operations.
Tax strategies for business exits.
Rental Property Owners wanting to maximize income and/or remove the management headaches (1031 exchanges).
Individuals with orphaned 401k plans due to job changes.
Schedule a call
If you have any questions or comments, please contact us via email or phone. I will help find financial solutions that are uniquely tailored to your individual needs.