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Ours is a unique approach to a traditional discipline. Addressing your finances according to the seasonal flow of your life — and your money — aligns with natural processes.
By giving our work together a context that is constant and reliable, all financial matters receive proper consideration, so you can make more effective choices and keep your wealth-building momentum moving forward.
The main purpose of the Goal Tracking season is to analyze and discuss how we are progressing with each of your goals. This is where we recalculate where you stand, re-evaluate our assumptions and possibly re-set our strategies moving forward.
In Asset Allocation we take into consideration your risk tolerance, investment time frames etc. We then set the Investment model we will be using for the next 12 months.
This season will focus on cash flow ensuring you are properly positioned for your short term cash needs. Insurance and estate planning strategies are reviewed. Additionally, we discuss intergenerational issues and employee benefits.
This season is designed to make sure your taxes are organized as much as possible. We reach out to your accountant to work with us to help you make appropriate tax decisions, not only to save taxes in the current year but also for the long run.