Massive Tax Savings

The savings that result from optimizing your income, tax, and wealth accumulation strategies serves to increase the margin of safety in your financial plan — creating a higher degree of confidence in a world where higher confidence is sometimes hard to come by.

The Things You Can Control

I typically walk away from these exercises with A) a plan, and B) a general sense of “you know, life would still be okay.”

ONE-PAGE PLAN

The succinct summary of our planning conversations, covering your current situation, the next actions to take, and the things that will lead us to reassess — giving you a custom roadmap to the things you can be doing right now to respond to the changes happening around us, and in your life directly.

We’d Be Better Off Here

It’s important to remember that the markets do not necessarily describe the current economy; and the economic numbers don’t describe the daily struggle that some are feeling right now.

Fighting About Money

There are many ways that our experiences with money impact how we see the world of our finances. And importantly, how we feel about our finances — particularly when confronted with a viewpoint that we simply cannot understand.

Positive Returns from a Negative Market

Your ability to build wealth is not nearly as dependent on the returns of your investment portfolio as it is on your behavior as an investor. And one of the key behaviors we need to exhibit as investors is a commitment to consistent monthly contributions to our investment portfolios.