Wealth Management Service
This page includes details on the wealth management service and the standard onboarding process for new clients.
Your Service Includes
Everything in the Wealth Building Service
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If it has to do with money, we stand ready to help you with it. Our personalized approach allows us to take time to conduct additional research for our clients, when necessary, to ensure you receive the best advice. If it’s something that is outside of our scope, we’ll provide guidance and bring in a trusted third-party expert.
Your money will be managed by a seasoned team with more than two decades of institutional investment management experience. They currently manage over $4.2 billion in assets — and have been trusted by high-net-worth individuals, Fortune 500 companies, and public pension funds. Click here to meet your team.
A solid investment withdrawal strategy requires many considerations — including the sustainability of your nest egg, tax implications, and market risks. If you’re already taking distributions or would like to start, we’ll ensure this is done smartly and efficiently. If your withdrawal needs are further out in the future, we’ll develop a precise plan that avoids unwanted surprises.
Every year, we’ll review your tax return and engage in a proactive tax planning session. This will include a detailed analysis of your most recent return, a collaborative review of key planning considerations, a customized tax planning strategy, and a detailed report to share with your tax advisor.
With assistance from our powerful estate planning software, we can establish, review, and/or update estate planning documents, such as wills and trusts. We’ll walk you through a detailed questionnaire and — based on your answers — the software will generate the appropriate documents, which can then be signed and notarized to become legally binding.
While estate planning focuses largely on what happens to your money when you’re gone, legacy planning is all about how people remember you. On an ongoing basis, we’ll have meaningful conversations about how you can use your wealth to maximize both your legacy and impact — not just when you’re gone, but while you’re still here.
Onboarding Process
This is the standard onboarding process. While it will be customized based on your needs, it will always be a 4-6 week process.
Week 1 - Goals Discussion
We’ll establish your most important goals. And you’ll also get a tour of my financial planning software (Right Capital). After this meeting, you'll work on getting all your data entered and I'll work on establishing your initial financial blueprint.
Week 2 - Cash Flow Analysis
We’ll review your initial blueprint — focusing on your probability of success and long-term net worth projections. If there's a cash-flow deficit, I'll provide you with an exercise intended to help you reduce your expenses (and we will pause the process until that is completed). If your expenses cannot be reduced, we will adjust your goals. If there's a surplus, we will move on to the next step.
Week 3 - Risk Analysis
Prior to this meeting, I’ll conduct a full risk analysis. And during this meeting, I’ll review my recommendations for addressing those risks (including insurance recommendations).
Week 4 - Employee Benefits Planning
Prior to this meeting, I'll conduct a full review of your employer's benefits. And during this meeting, I'll provide recommendations to maximize them.
Week 5 - Investment Setup
I’ll make recommendations on asset location, account consolidation, account titling, and beneficiary designations — and begin the process for initiating account transfers, if necessary. We'll also review the investment strategy to ensure you understand how your money is being invested (and why).
Ongoing
Once accounts have been set up and funded, we'll be ready to move to our regular quarterly update meetings. And we will address additional planning needs, as necessary. Of course, I'll be available to you any time in between as well.