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Consider Your Options

COACH  |  PLAN  |  INVEST

COACH  |  PLAN  |  INVEST

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.

[ 1 ] MONEY MANAGEMENT COACHING:

[ 1 ] MONEY MANAGEMENT COACHING:

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 PROGRESS


Our 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

- Recommendations

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!

DOWNLOAD YOUR ROAD MAP
[ 2 ] FINANCIAL PLANNING:

[ 2 ] FINANCIAL PLANNING:

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 PLAN


Our financial analysis 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

- Recommendations

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!

DOWNLOAD WORKBOOK
[ 3 ] INVESTMENT MANAGEMENT:

[ 3 ] INVESTMENT MANAGEMENT:

IF YOUR OBJECTIVE IS:
- UTILIZING PROFESSIONAL INVESTMENT RECOMMENDATIONS
- OBTAINING A HOLISTIC VIEW OF YOUR FINANCES
- IMPLEMENTING YOUR STRATEGIC FINANCIAL PLAN

OUR APPROACH IS:
- A TAILORED WEALTH MANAGEMENT SOLUTION

THE DELIVERABLE IS:
- INVESTMENT PORTFOLIO IMPLEMENTATION AND MANAGEMENT
- SCHEDULED MONTHLY FINANCIAL WELLNESS MEETINGS


Our dynamic partnership 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

- Recommendations

PLUS

- Financial Plan Implementation and Management

Call 603-296-0063 today and talk with a Wealth Manager to learn more about our INVESTMENT MANAGEMENT APPROACH.