Our client experience is based on looking at things in a holistic manner and helping clients create true financial balance, now and for the rest of their lives. For some people just starting out or trying to solve a specific problem, its a bit overkill and that’s why we offer coaching. However, our expertise lays in delivering Comprehensive Financial Design.
Here’s how it works…
We believe the best way to get the most life out of your money is to…
- Take a wide angle view of your money,
- Follow some simple rules and goals
- Roll with the punches
- Re-evaluate and update regularly
We give families the Tools, Education, Direction, and Accountability to easiest adhere to that philosophy.
Our Spreadsheet is a portal between you and us. A wide angle view of your finances at the click of a mouse or touch of a finger. Because nothing is linked and no specific information (account #’s, passwords, ect…) is involved, there is nothing to steal and completely safe.
We’ve also made it easy to contact us, so we’re always a short message away.
Our ScoreCard is what we use to help get you balanced, and keep you balanced by regularly reviewing and updating.
BENEFITS & ASSETS — From there we look at all of your benefits and assets: 401k, Pension, Deferred Comp, DROP, 403b, PERS, PLOP, etc… We measure how well what you are currently doing is working for you, and how that compares to where you ultimately want to be.
- Your Deferred Comp, Drop, and pension decisions all proactively coordinated with your spouse’s benefits and other financial pieces to benefit you not just at and through retirement, but as you work as well.
- More efficient deployment of cash flow.
- Substantially better protection and many times large holes are filled. The fear is that to increase protection, costs will increase. Often we can improve protection without additional cash flow outlay.
- More wealth accumulation & much much better distribution of that wealth.
- Typically with lower taxes & usually with less risk.
- Organized and confident like never before. Our high touch, high tech system helps you always be on top of it.