Too often, we find our identities intertwined with the identity of our businesses.
Through our Business Essentials planning, we make sure that your business works for you and not just the other way around. We’ll give you the foundation to run a scalable business that can help you to reach both your personal and business goals.
The Business Essentials package includes:
Part of optimizing your dollars to help them to compound for you over a long time horizon. Our investment management philosophy is rooted in low-cost passive portfolio management that can ensure that we mitigate risks and keep tax liabilities low.
Our investment philosophy stands on three pillars:
Our comprehensive, holistic and ongoing financial planning process that helps us keep you on track towards your financial goals. Its decisive, yet flexible approach allows us to pivot when life shifts, and helps us to prioritize accountability throughout our partnership.
This is a short introductory call for us to get to know each other. On this call, you’ll be able to outline your financial concerns, desires and wishes for the future.
In this meeting, we’ll work together to determine your goals and collect the data necessary to understand where you are and how we can help you reach your goals.
After taking the information and ideas from your plan and collected data, we’ll use this time together to review your current financial position and our tailored recommendations for you.
We’ll accompany you in opening the recommended accounts, facilitating any transfers and other listed deliverables in the plan.
Financial advice & investment management for California business owners
916-241-3234
