You have created your wealth through life accomplishments, and our role is to help you protect and grow the wealth you have accumulated while creating a lifelong legacy.
Our customized, comprehensive financial planning services are specifically designed for investors who:
Building a successful business takes heart, soul, and a lot of hard work, and guiding it through a financial exit is one of the most important steps you will make in securing your financial future. Though the outcome is exciting, the steps can be daunting.
We know you probably have lots of questions. What are the financial implications of your exit? Is the sales price enough for you to retire? How are your proceeds best invested? Those questions are probably just the tip of the iceberg.
The newly wealthy often are suddenly overwhelmed with unsolicited advice, financial planning tips, and various complex emotions that stem from the sudden acquisition of wealth. Usually, this results in feelings of distrust and fear of the true motives of others, even close friends and family.
Assembling a team that has your best interest in mind is vital, and one of the first things to understand is how your financial advisor is paid and whether they are a “fiduciary.” Fiduciary advisors are bound both legally and ethically to act in your best interests.
As your fiduciary financial advising team, we can work with you to translate your inheritance or sudden windfall into sustained lifelong wealth. With the right team in place, you will protect and maximize your wealth so that it lasts as long as possible.
We will address important questions like:
A well-thought-out investment strategy and financial plan can put your money on the path to success.
Change can be exciting, challenging, painful, and emotional. But with expert guidance and a comprehensive transition plan in place, you can conquer your goals and see the path forward through what others might consider an overwhelming time.
We understand that women in transition have unique financial needs, regardless of whether the transition includes the excitement of rapidly growing business or the more difficult challenges of a divorce or death of a spouse.