One thing that differentiates us from the competition is that we are financial planners. However, saying we are financial planners doesn’t really describe how we approach financial planning, as we do so completely different from most advisors.
To us, financial planning isn’t just a decision of where to invest your money. We dig much deeper and create an Advanced Financial Plan that includes 6 key areas: wealth enhancement, wealth protection, wealth transfer (estate planning), tax planning, charitable gifting, and life goals.
This comprehensive plan helps our clients know we are addressing all the areas of their financial life, including their needs for security, independence, and freedom. It helps answers questions like these:
(1) How do I grow my assets without taking too much risk?
(2) How do I know if I have enough for retirement?
(3) Have I protected my loved ones?
(4) How do I pass on my assets to my heirs without enabling or controlling them?
(5) How can my money help me find fulfillment and purpose?
As you can see, there is much more to financial planning than just deciding how to invest your assets, which is why we call it Private Wealth Management. If you would like to review your Advanced Financial Plan or have one created for you, please reach out to us to make an appointment with your Private Wealth Manager.
