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Jumping with Excitement

INVESTMENT MANAGEMENT

Save time by outsourcing your investments so that you can spend more time on what really matters to you. We will get to know you and then implement a portfolio that meets your needs.

You will no longer need to worry about:

  • Which accounts to use

  • How much risk to take

  • Which asset classes to invest in

  • Which funds to use

  • Rebalancing

  • How to invest additional funds

  • Keeping a long term and disciplined approach

  • Responding to market conditions

WEALTH MANAGEMENT

Wealth Management encompasses Investment Management, as described above, and Financial Planning.

FINANCIAL PLANNING

We strongly believe that we are not investing in order to reach a specific number or to just continuously grow wealth. We want to use money as a tool to reach your personal goals and live a simpler, happier, and less stressful life.

 

​You can get expert guidance with:

01

Retirement Planning

  • When can I retire?

  • Alternative Retirement (Semi-Retirement, Sabbaticals, Career Changes)

  • Savings Planning

  • Withdrawal Guidance (Amount, Timing, Accounts)

  • Social Security

  • RMD Planning

03

Psychology

  • Goals and Values Discovery

  • Feeling Confident About Your Finances

  • Facilitate Spousal Conversations

  • Behavioral Coaching

  • Identifying Invisible Scripts

  • Peace of Mind

05

Insurance Planning

  • Coverage Review (Home, Auto, Umbrella, Life, Disability)

  • Employer Benefits

  • Individual Healthcare

  • Medicare

  • Long Term Care

02

Tax Planning

  • Capital Gain/Loss Harvesting

  • Investment Location

  • Roth Conversion

  • Stock Option Planning
    (RSU, ESPP, ISO)

  • Tax Bracket Management

  • Charitable Giving Planning

  • Tax Return Review

 

04

Cash Flow Planning

  • Life Events: Changing Jobs, Home Purchase, Moving, College

  • Emergency Fund

  • Education Planning

  • Budgeting

  • Debt Payoff

 

06

Estate Planning

  • Support of Surviving Spouse

  • Estate Tax Planning

  • Gift Planning

  • Recommendation of Estate Docs/Attorneys

 

JUST NEED A
SECOND OPINION?

Sometimes you just want a basic second opinion on your current investments to make sure you are in an appropriate portfolio or not being taken advantage of. We're happy to help.

 

ONLY WANT
FINANCIAL PLANNING?

If you would like to go through the process of defining your goals and values and seeing if you are on the right track for retirement, we can work with you to develop a one-time financial plan.

DOES SOMEONE ELSE NEED FINANCIAL HELP?

We all know people in our lives who could use some financial education or a plan to deal with their debt, but either can't afford professional advice or just aren't willing to pay for it. We can work with you to tailor a gift to help.

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