1-1 Wealth Planning & Private Wealth Management
Clarify your vision of freedom and fulfillment and design a wealth plan to bring it to life. Work directly with a Created Wealth Certified Financial Planner™.
Wealth Planning for Financial Transitions
Format: Project-based engagement / 3 sessions (60-90 min) / Video or in-person
Description:
Many of our clients have come to us at a time when they receive a sum of money larger than what they’ve managed in the past – either through inheritance, gift, sale of a company or project, etc. – and are looking for guidance and support as they adapt to their new financial state. Many are overwhelmed and wonder, “What’s the smartest way for me to divide and allocate this money?” We guide our clients through a process designed to help them make those important decisions, using their values and goals as the guiding light.
You’ve recently inherited a sum of money from a spouse, parent, grandparent or someone close to you
You’ve recently sold your business or a creative project
You’re going through a major life transition, such as retirement, divorce or career change
You would like to rethink your financial strategy and create a plan more aligned with your values and goals
You believe that finances are personal and want to work with a wealth advisory that considers both the human and technical sides of money
You never considered yourself a “numbers person,” but you’re open to learning about finance in a new way that works for you
This is a perfect fit for you if:
How it works:
1. Organize
We organize your files and statements (meaning total portfolio evaluation including investments, income, expenses and real estate) into a clear picture of where you are now. We illuminate your money roots—the financial operating system guiding your decisions and relationship to money. This becomes the baseline for future planning and our starting point for advancing your wealth experience.
2. Imagine
We ask fun, reflective questions in a judgement-free environment to clarify the pathway forward: where do we go from here? No preparation needed.
We use the colorful tools in our toolbox to paint a picture of that future with a narrative statement, created just for you.
3. Play & Plan
We explore the best ways to accomplish your vision. We build financial models (plural) and try each on for size, using your values and goals as our guiding light to choose the right path for you.
We design your Master Plan with you, take action with your assets, and keep you on track. Yes, you get a checklist. :)
Once we've arrived at a plan, we are delighted to discuss what it looks like to create an ongoing Wealth Advisory and Investment Management relationship. We will do that at the conclusion of your Wealth Planning engagement.
