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[EDUCATIONAL RESOURCES]

GUIDEBOOK

While money is largely abstract, thinking about money in terms of its “use” makes it more concrete and tangible. This guidebook helps simplify the way you think about money by narrowing its uses down to seven functional categories and it puts forth a perspective of money that can radically impact your family and the world around you.

Read through this guidebook in an hour or less. Review as needed.

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GUIDEBOOK

You are hardwired with a unique disposition toward making financial decisions and over time you develop personal habits, biases, and emotional values and vices regarding money. This guidebook helps you develop self-knowledge of the underlying dynamics that drive your decisions so you can better respond to and initiate change in your financial life.

Working through this guidebook takes 1-2 hours and can be done in sections.

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[COLLABORATIVE TOOLS]

PERSONAL WEBSITE

Your financial life is complex and constantly changing. Your Personal Website can help you organize your financial life in a way that is quick and easy. Once set up, It automatically tracks and monitors your cash-flow and investments so you can spend your time and energy thinking creatively and strategically about your financial life, not just keeping up. 

It takes about an hour to set everything up, but you can move at your own pace.  However, once everything is set up, it only takes about 5 minutes a week to stay on top of your entire financial life.

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MONTHLY PLANNER

Life can be crazy busy and staying on top of all aspects of your financial life is difficult. The Monthly Planner makes it easier to proactively plan and manage your financial life in the context of your daily calendar. It helps keep your goals visible, break down big decisions and long-term goals into more manageable tasks and improve communication with your spouse.

Thirty minutes a month with this tool is all it takes.

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BIG DECISION WORKSHEET

Money is often a factor in life’s biggest decisions, but rarely is it the most important. Whether it’s buying a home, choosing the right school or making a major donation, The Big Decision Worksheet provides a way to identify and synthesize all the elements of a decision so you can make it with clarity and confidence.

Use this tool as needed to make big decisions. Takes 1-2 hours.


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GOAL SETTER

Goal setting is easier said than done. Our intuitive simple-to-use goal-setting process can help you quickly identify potential goals, prioritize them and outline the steps you need to take to achieve them.

Use this tool twice a year. Once to set goals and once to review your goals. Takes 1-2 hours.






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[ONE-ON-ONE]

          PLANNING & COLLABORATION

[PERSONAL PLANNING]

  • Career and business coaching 
  • Pension strategies
  • Social security strategies
  • Estate planning
  • Tech support
  • Navigate life transitions
  • Marriage 
  • Buying a house/ moving
  • Job change
  • Death of spouse
  • What-if modeling
  • Accountability
  • Employee benefits analysis 
  • Coordinate with other advisors
  • Values-based planning strategies

[LIFESTYLE] 

  • Cash-flow/Budgeting strategies

[TAXES] 

  • Deferral strategies
  • Reduction strategies
  • Harvesting strategies

[DEBT] 

  • Repayment strategies

[SAVINGS] 

  • Liquidity analysis
  • College planning

[GIVING] 

  • Strategies from income
  • Strategies from assets 
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              ADVICE & MANAGEMENT

[INVESTMENTS]

  • Consolidate accounts
  • Filter applicable strategies 
  • Asset allocation
  • Cost effective implementation
  • Trading and Rebalancing
  • Monitoring
  • Mistake avoidance
  • Accumulation strategies
  • Distribution strategies 
  • Behavioral coaching
  • Expedient response
  • Digital access
  • Performance reporting
  • Cost-basis tracking
  • In person and remote meetings
  • Retirement plans
  • Advice on assets held away
  • Stock options analysis
  • Alternative Investments 
  • Annuities
  • Values-based planning strategies

[INSURANCE] 

  • Risk analysis 
  • Product analysis and implementation 
  • Life 
  • Disability 
  • Long-term care
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