Holistic Financial and Tax Planning

A comprehensive financial planning process for the future, including tax planning, that recognizes the need for identifying the personal values and hopes of the individual, creating goals and developing an investment strategy that meets and exceeds those goals.

The result: personally fulfilling and socially responsible wealth achievement that enables the individual and family to enjoy a much higher quality of life, peace of mind, optimism for the future, and sense of family legacy and community contribution and leadership.

WHY?

Personal wealth impacts all aspects of the quality of life. An individual and his or her family who have well defined goals, and the abundance of resources to achieve those goals and contribute to the community in which they live, are much more likely to feel confidence about both the present and the future. Further, they can positively impact their community, whether social, religious or civic.

Three Critical Strengths We Help Organizations Achieve

1

Vision Power

Successful organizations translate a passion for their mission into a meaningful vision for their future. Based on a clear determination of the need for their product or service, and of the competing demands for a customer's limited resources, this vision articulates how the organization intends to meet or exceed its customers' expectations, and defines the organization's unique, competitive advantage to accomplish this.

2

Abundance Power

The assets of the organization, human as well as financial, are seen as precious resources, and the growth of assets and their effective utilization become the goals of all persons and entities participating in and with the organization. Resource development, reduction of risk and waste, and conservation and management of resources are the shared responsibility of all. When a powerful future is created and is believed as a possibility by the team, people and resources will rush to you to fulfill the vision.

3

Confidence Power

Policies, systems and business practices that are trusted and which can be relied upon by all, internal and external, become the core of the organization's operations. The organization is a valued member of the community and makes a worthwhile contribution to the improvement of the lives it impacts. The organization accepts its role and responsibility as a community member and inspires confidence in its products or services.

How and Who?

Everyone at almost all points in their adult lives must be thoughtful about their financial security and resource development. The financial planning process reveals perceptions of individual worth, evaluations of previous successes and failures, as well as possible new directions that might not currently be on the individual’s radar. We are a safe space for all your worries, regrets, and all of your past to show up, and will disappear in your speaking and our listening.

An annual evaluation is facilitated by the financial planner and the individual participates in reviewing past performance and current conditions. Together, a vision for the person’s future is crafted, both for the long and short terms. The resulting conclusions are summarized into an action plan for the year to come, with measurable benchmarks to evaluate success.

Financial and tax planning becomes a way for the individual to participate in their family’s security and the improvement of society. Although originally initiated for the funding of the governmental institutions which the individual and family share with the rest of their community, the taxation regulations and requirements have traditionally also been designed to encourage certain investment and spending behaviors while discouraging others. Effective tax planning, therefore, not only helps the individual meet their own wealth-building goals, but also contributes to the larger society’s goals. Effective tax planning therefore has positive benefits for both the individual and the greater community.

Once each quarter, the financial planner contacts the individual to determine if any events have occurred in the interim that impact the financial plan. Adjustments are made as necessary.

The individual receives a monthly bulletin about recent developments in the economy and news about current ideas regarding wealth management. Individual personal development is achieved through a series of insightful client-only webinars available at anytime to the individual through the financial planner’s website. Topics include: how to plan for college financial aid and scholarship, how to use not so well known strategies to save tax, how to use advanced strategies for your business tax planning etc.

WHEN AND WHERE?

There is never a wrong time to initiate a financial planning process. The financial planner is available for video or in person meetings and appointments can be scheduled using the calendar on the planner’s website.

THE RESULT

Abundance! A visionary financial plan for the future which brings the maximum possible resources to the individual and the family. That which will most enhance the individual’s financial position is identified, preserved and perpetuated. Unnecessary or inefficient financial activities are replaced with vision-specific efforts and investments. The holistic financial plan creates measurable, remarkable personal wealth.

Over 60 Companies are already experiencing Peace of Mind, Power, and Freedom

Try It Yourself: Book a Free 30 minute Strategic Discovery Session via Zoom Video Meeting.