A solid emergency fund is the foundation of your financial castle. It forms a solid base from which you can build the rest of your fortress.
Funds for “Major Purchases” are the walls of your castle. They keep your castle sturdy and well-maintained.
Your Intermediate Money is money you invest in the market. It’s like a tower for your castle that helps expand your freedom, influence, and power.
Your Nest Egg is the roof of your castle. It keeps you and everything in your castle prepared for the elements.
Legacy Planning is like the grounds of your castle. It’s the beautiful scenery you create for your family to enjoy.
Taxes are the biggest barbarian you’ll face. We can help you in the fight with him right now and develop a plan for continuing to fight the battle in the future.
Healthcare is the second biggest barbarian you’ll face. We can transfer the risk of this barbarian to other avenues like insurance and long-term care.
Your own behavior is the sneakiest barbarian of the three. We can help you keep him in-check, so he doesn’t tear down the castle you’ve worked so hard to build.
Investment Management helps you build a tower for your castle, so your power, freedom, and influence extends as far as possible.
Estate Planning helps you build beautiful landscaping around your castle, so your family can enjoy it for years to come.
Cash-Flow planning helps you build an emergency fund and a strong foundation for your castle.
At a certain point, it will be time for your kids to leave the castle. College Planning helps you pay for their next adventure.
Feel confident about your money with a complete overview of your financial situation
Reduce overwhelm by understanding exactly where you’re at in your journey