OUR SERVICESTransparency • Advocacy • Collaboration
Trusting that you will have enough money to last you a lifetime, that you aren’t over spending or underspending, and that your investment risk is suitable is a delicate balance.
Let us help you understand what your assets can do.
Income planning is truly our niche. Together we consider everything you have built in your lifetime and help you allocate these resources to what’s important to you. We create a platform for you to make conscious decisions about how you are going to spend, grow and give away your money.
We work with your trusted advisors to integrate tax planning, cash flow planning, estate planning and investment selection.
Your Personal CFO
Owning a business creates complexities and opportunities. Your business profits are driving your wealth, but what is the result? We integrate your personal wealth strategy with your corporate strategy. Working with all of your advisors, we create a tax-efficient, measurable strategy so that you can turn your corporate profit results into personal wealth.
We answer questions like:
- What are the corporate targets to reach your personal goals?
- What corporate structure best suits your exit strategy and family structure to be most tax efficient today and into the future?
- What is the best way to pay yourself and why?
- Do I need to save personally or should I reinvest in my business?
Fee Only Financial Planning
Following a one-hour consultation you will be provided with a detailed proposal that outlines the scope of work, deliverables and projected cost.
As your financial advocate, we act as another pair of eyes and ears – as well as an unbiased third party – to evaluate the different legacy options and ensure that the complexity of your estate is meeting your goals.