Comprehensive Life Plans designed for you.
Comprehensive Life Plans designed for you.
Retirement planning goes beyond just investing money.
It's about discovering and shaping the next chapter of your life.
Our Meeting Process:
Meaningful Conversations
First, let's schedule a 15-minute 'Quick Call.' This brief conversation will help us get to know you and understand the questions you have. If it seems that we can assist you, we'll arrange a complimentary 'Getting Acquainted' meeting to explore your needs in more detail.
Our Meaningful Conversations meeting process consists of five distinct stages, each carefully designed with specific objectives to enhance your understanding and facilitate personal growth. This process will help you define your version of a meaningful retirement.
Engage Meeting
Explore Meeting
To begin our journey, we will start with the Explore Stage and hold your "Getting Acquainted" meeting. This is an opportunity for us to connect on a personal level. You don't need to bring all your financial statements just yet. Our main focus will be on understanding you and your family, exploring what led you to seek a wealth manager, and addressing any questions, concerns, or goals you may have. This meeting is crucial in establishing a meaningful partnership that aligns with your goals and aspirations.
Envision Meeting
Enlighten Meeting
Empower Meeting
Our Unique Planning Process:
Our exclusive 'Life Plan 360' framework, incorporating our Meaningful Conversations process, is crafted with your well-being in mind. It enables us to create a personalized life plan for each client, taking into account your individual circumstances, challenges, and current life stage. With this approach, we aim to provide you with a comprehensive understanding of your finances, better prepare you for life's uncertainties, and offer a trusted partner to support you every step of the way.
Choose your life stage:
"Accumulation"
Life Plan 360
This life plan is tailored for those who are ten or more years away from retirement and focused on tax-smart accumulation strategies.
This life plan specializes in:
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Tax-Smart Asset Location Planning
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Cashflow Optimization
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Goal Planning
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Proactive Tax Planning
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Employee Benefit Optimization
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Asset Protection Planning
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Financial Coaching
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Inheritance Income Planning
This life plan is most effective for individuals with assets of approximately $100,000 outside of your workplace plan.
"Retirement"
Life Plan 360
This life plan is tailored for those within ten years of retirement or already retired and is focused on tax-smart distribution strategies.
This life plan specializes in:
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Tax-Smart Distribution Planning
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Cashflow Optimization
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Proactive Tax Planning
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Social Security Optimization
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Philanthropic Planning
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Asset Protection Planning
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Legacy and Estate Planning
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Planning the Journey into Elderhood
This life plan is most effective for individuals with assets of approximately $750,000 outside of your workplace plan.
Select your preferred service model:
Life Plan 360
This service is a one-time comprehensive financial life plan.
Pricing: $6,500
1/2 is paid upfront, then the remaining is due at the time of delivery.
Life Plan 360 "PLUS"
This service includes ongoing comprehensive financial life planning and investment management.
(Blended Fee Schedule)