Aligning your values, vision and money
towards a life of meaning and well-being
You have unique values. You have remarkable passions. You have tremendous goals.
You should have a made-just-for-you financial plan and investment portfolio to match.
With mindfulness, you shepherd your plan to fruition
Services For:
Individuals & Families
Your financial picture is complex and you want a face-to-face relationship with a trusted advisor for in-depth financial planning and customized investment management.
OUR APPROACH TO Integrated, Fee-Only WEALTH MANAGEMENT
Holistic
Wealth Management takes a 50,000-foot view of your financial picture. It considers the short- and long-term effects of your decisions on yourself, your family, your community and the world at large.
Personal
When working together, we look at you and your life as a whole. We not only recognize your unique financial situation, but we’ll embrace your challenges, commitments, goals and values.
Integrated Wealth Mapping Includes:
Financial Planning
Developing a customized plan for your family that includes life milestones, a retirement income you can’t outlive, and your financial legacy
Evidence-Based Investing
Designing portfolios based on peer-reviewed academic research. Performance is driven by process and humility, not prediction and timing
Estate and Wealth Transition
Preparing for a seamless transition of wealth to children and heirs with education and a values-based mindset
Ecosystem of advice
Cultivating a community of well-informed, confident investors with coaching, education and pro-active communications
The INTEGRATED Wealth Mapping Process
Step One
Explore Fit
During our initial conversation, we’ll get to know each other. We’ll come to understand what you’re looking for and will dive into all aspects of working with us.
STEP Two
Data Gathering
Assuming mutual fit, we’ll define our relationship and begin gathering information and documentation. The end result will be a clear definition and prioritization of your life goals.
STEP Three
Preliminary Wealth Mapping
In this stage, we’ll place your goals in the context of your integrated wealth map. We will consider “what if” scenarios while evaluating and analyzing tradeoffs.
STEP Four
Wealth Map Presentation & Implementation
We present your plan, make adjustments as necessary, and put the plan into action. This involves setting up and managing your portfolios, and integrating estate, insurance and tax planning.
STEP Five
Wealth Map Review
Throughout the year, we will meet regularly
to review your progress, understand any life changes and recalibrate your strategies as necessary.
Ready to begin creating your integrated wealth map?
Employers
Our business services include retirement plan design and employee financial education focused on creating a healthier, happier and more productive workplace.
RETIREMENT PLAN SERVICES
Full Retirement Plan Design and Implementation
Reasonable and Transparent Pricing
Fiduciary Protection
Participant Education
Concierge Service and Access to Plan Data
Robust Investment Options and Regular Line-Up Review
Ready to explore retirement plan options for your business?