How it Works

How it Works

Trailhead 3 Steps to Embark Financial Plan 

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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! 

Click here to read more about our 3 Steps to Embark Financial Planning Process!

 

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.    

You Receive

  • 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)
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