How it Works
Trailhead 3 Steps to Embark Financial Plan
Every client we work with engages in our 3 Steps to Embark Financial Planning Process.
You Receive a Clear, Comprehensive and Actionable Financial Plan That Covers:
- Implementing a sustainable spending plan
- Strategies to reduce your annual tax bill
- How to manage and reduce debt
- Developing and executing a personalized investment strategy
- How to make sense of your Employee Benefits Plan
- Planning for Financial Independence
- The right insurance strategies for your needs
- Guidance in developing a plan for your estate
- ...and more!
Trailhead Guided Wealth Management
For the individual or family desiring a fully comprehensive ongoing experience with our expert and highly experienced team of financial planners and investment managers, we offer our Trailhead Guided Wealth Management Platform.
- Your very own Chief Investment Officer to craft and execute your personalized investment strategy (An institutional quality platform for your family’s nest egg)
- A trusted adviser to help you turn obstacles into opportunities (Because we all need somebody….)
- Access to our phenomenal network of legal, tax, and insurance professionals (Seriously, they’re great)
- An accessible support team to answer any questions that arise (Friendly & helpful humans beat robots any day)
- Clarity around your goals and aspirations (Because this is about you, your life, and the things that are most meaningful to you)
- A custom budgeting tool to help you track monthly income and expenses (Measure it so that you can manage it, and eventually improve it)
- A personalized financial platform that organizes your financial life on your phone, tablet, and computer (Aren’t you tired of opening five different browser windows to check all your accounts?)
- A coach and cheering squad who care deeply about you and your family achieving your goals. (Pom-poms sold separately)