CFP® Board Definition of Financial Planning: Financial Planning is a collaborative process that helps maximize a clients potential for meeting life goals through financial advice that integrates relevant elements of the clients personal and financial circumstances.

The Wealth Management Formula

The couples I work with at Limestone are more than OK financially. However, that does not lead to meaning in their lives or a sense of purpose. Having a sense of purpose in life has been shown to increase life expectancy and happiness.  Families have growth needs that are financial and personal. Financial planning aligns these two harmoniously and leads to fulfillment in our lives.

To understand better the approach we use with couples is my shorthand formula for wealth management.  Its been developed and adapted working with couples over past 20 years planing for the next phase.    Many advisors say they are wealth managers but only focused on investments and gathering them to manage.     

 

 

Investment Consulting

  • Portfolio management
  • QrtlyTracking and monitoring
  • Due diligence
  • Risk evaluation
  • Performance analysis vs Benchmark
  • Goal setting and progress tracking

 

 Advanced Planning

 

  • Cash flow analysis
  • Tax planning & projections
  • Prioritizing financial goals
  • Retirement income planning
  • Wealth protection from cybersecurity risks
  • Charitable giving
  • Estate planning
  • Beneficiary designations

     

 

Relationship       Management

  • Collaborate with other professionals, including legal team, tax consultants, & insurance investment professionals*
  • Make sure stuff gets done that needs to 
  • Create a plan for delegating & building a support team

*Specific individualized tax or legal advice not provided. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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If you’re tired of feeling overwhelmed, are unsure of what may be preventing you from reaching your financial goals, and are ready to change, let’s talk.

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