We collaborate with you to help assess your money health, manage your spending, develop your retirement plan and navigate your financial world to secure your fiscal life now, through retirement, and for the generations of your family that follow.
[ 1 ] MONEY MANAGEMENT COACHING
[ 2 ] FINANCIAL PLANNING
[ 3 ] INVESTMENT MANAGEMENT
CHOOSE THE APPROACH THAT WORKS BEST FOR YOU.
IF YOUR OBJECTIVE IS:- ORGANIZING YOUR FINANCES- ESTABLISHING YOUR FINANCIAL GOALS- BUDGETING & SAVING TECHNIQUES- ACQUIRING SKILLS ON HOW TO MANAGE DEBT- PREPARING A PLAN FOR RETIREMENT
OUR APPROACH IS: - A MONTHLY SUBSCRIPTION PROGRAM
THE DELIVERABLE IS:- SCHEDULED MONTHLY FINANCIAL WELLNESS MEETINGS- TRACKABLE METRICS TO CHART YOUR PROGRESSOur coaching will:
- Define Objectives
- Wealth Analysis[ Financial Statements, Asset Allocation, Tax Rate, Risk Tolerance Assessment, Income, Expenses, Income Taxes, Assets & Liabilities ]
- Insurance Requirements[ Life Insurance, Disability Insurance, Long-Term Care Insurance, Retirement ]
- Education Goals
- Retirement Goals
- Survivor Income Needs
- Estate Planning Analysis and Legacy Planning
- Asset Distribution
- Emergency Reserves Assessment
Call 603-296-0063 today and talk with a Wealth Manager to learn more about our MONEY MANAGEMENT COACHING APPROACH.
WE'RE HERE TO HELP YOU REACH YOUR ULTIMATE GOAL
Download your “Road Map” to chart your progress!
IF YOUR OBJECTIVE IS:- OBTAINING PERSPECTIVE ON YOUR FINANCIAL AFFAIRS- GETTING PROFESSIONAL INVESTMENT RECOMMENDATIONS- ESTABLISHING A ROAD MAP FOR RETIREMENT
OUR APPROACH IS:- A COMMISSIONED ANALYSIS
THE DELIVERABLE IS:- A CUSTOMIZED STRATEGIC FINANCIAL PLANOur financial analysis will:
Call 603-296-0063 today and talk with a Wealth Manager to learn more about our FINANCIAL PLANNING APPROACH.
"GETTING STARTED"FINANCIAL PLANNING WORKBOOK
INVEST IN A GAME PLAN
Pursue your dreams: start by identifying your lifetime goals and financial obligations.
It is important to recognize that your goals, responsibilities, and the factors that influence your decisions regarding money, together, define the framework of your financial plan. And, by filling out the documents in your “Financial Planning Workbook” you are taking the first step in developing a strategy to pursue your financial goals.
Review the “Financial Planning Workbook” thoroughly and fill out the forms in as much detail as possible. The information gathered in these documents will provide our team with the necessary data to properly study, analyze, and prepare a customized plan tailored for you.
Download your “Financial Planning Workbook” to begin!
IF YOUR OBJECTIVE IS:- UTILIZING PROFESSIONAL INVESTMENT RECOMMENDATIONS- OBTAINING A HOLISTIC VIEW OF YOUR FINANCES- IMPLEMENTING YOUR STRATEGIC FINANCIAL PLANOUR APPROACH IS:- A TAILORED WEALTH MANAGEMENT SOLUTION
THE DELIVERABLE IS:- INVESTMENT PORTFOLIO IMPLEMENTATION AND MANAGEMENT- SCHEDULED MONTHLY FINANCIAL WELLNESS MEETINGSOur dynamic partnership will:
- Financial Plan Implementation and Management
Call 603-296-0063 today and talk with a Wealth Manager to learn more about our INVESTMENT MANAGEMENT APPROACH.