Broker Check

 Full View Financial Plan

Who is this for?

This is ideal for those who have accumulated substantial assets, have multiple sources of income, and truly want a clear path to make sure everything is working together (For example: you may have rental income, stock options, business planning, various investment vehicles, real-estate). 

Our plan includes 3 vital components:

1. Purposeful Wealth Plan - We will create a clear path to define achievable goals. How to make it all work together...

  • We'll look at where you are now, where you want to be, what you have available, and will determine if you are on track. If you are not on track, we will determine what you need to do to get there.
  • This includes: retirement planning, income planning, charitable planning, family college planning, and retirement tax planning.

2. Impact Investment Strategy - We take a deep dive into investments.

  • Construction of a portfolio with complementary investments.
  • Analyze potential strategies for - Growth vehicles, income vehicles, liquidity vehicles, and tax sensitive vehicles.
  • Review stock options/grants.

3. Protection Review - Are you at risk?

  • We run a stress test on your plan. 
  • Insurance review, estate planning review, and business succession review.

What will this plan do for you?

  • It will give you a clearly defined plan and process for your money.
  • You will have greater confidence that your money is supporting your life's vision.
  • It will help give you greater focus and direction moving forward into the future.

Phase 2 - Implementation and Asset Management:

What if you decide you loved this process and want to join our family?! As a client:

  • You will receive proactive communication and education to help reduce the noise of the media and manage the emotions of investing. This is done through invitations to client events, quarterly newsletters, and educational emails and videos.
  • We coordinate with your team of professionals - Tax, Estate, Medicare...
  • We provide tax services for individual and estate returns. We only offer these services to our investment clients.
  • We will continue to monitor your plan through yearly client reviews and active cash management.

The traits we promise to share with you:

  • Compassion
  • Patience
  • Understanding
  • Empathy
  • Strength
  • Positivity