Wealth Planning

Wealth planning is a project-based engagement where we work together to build a financial plan to make the most of the money that you have, in alignment with your values.

Many of our clients have come to us at a time when they receive a sum of money larger than what they’ve managed in the past – either through inheritance, gift, sale of a company or project, etc. – and are looking for guidance and support as they adapt to their new financial state. Many are overwhelmed and wonder, “What’s the smartest way for me to divide and allocate this money?” We guide them through a process designed to help them make those decisions, using their values and goals as the guiding light. 

This is both an educational and actionable experience that is tailor-made for you, your values, and your goals — even if you don’t yet know what they are.

We might be a perfect fit if: 

• You’ve recently inherited a sum of money from a spouse, parent, grandparent or someone close to you. 
• You’ve recently sold your business, a property, or a creative project, or are expecting to in the near future. 
• You’re going through a major life transition, such as retirement, divorce or career change.
• You would like to rethink your financial strategy and create a plan that’s more aligned with your goals and values. 
• You want to understand your investments and assess if they are appropriate for your next life chapter. 
• You believe that finances are personal and want to work with a wealth advisory that considers both the human and technical sides of money. 
• You never considered yourself a “numbers person,” but you’re open to learning about finance in a new way that works for you.

Finally, you believe wealth is more than money, and are interested in using your resources to improve your life, your family and community. 

We can’t wait to connect with you and explore what’s possible in your financial life.

Wealth Management >