Financial Planning with Creative Capitalists

As a fiduciary (fi-du-ci-ar-y) we have a duty to do what is in your best interest. We bring our best talent and experience to the discussion to provide guidance that is constructive, reasonable, transparent, beneficial and long-lasting. We provide comprehensive planning and investment management that cover core areas including:

Cash Flow Analysis

Help you save, not just earn. We look at the inflow and outflow of your cash and identify opportunities to improve it.

Taxes

Forecast tax liability and structure your plan to maximize tax savings by working hand-in-hand with your accountant.

INVESTMENTs

Identify and assess your goals/aspirations taking into account your age, timeline, financial situation, risk tolerance and tax implications. With this knowledge we can develop a financial plan and strategy, then implement, modify or enhance your investment portfolio.

Retirement

Help you achieve the financial freedom to stop, slow down and reprioritize how you spend your day. Accumulation is only part of your life journey. Spending and drawdown in the future is just as critical and we help you plan for the whole timeframe.

Estate

Review the importance of your values and the legacy you want to leave in your family. We coordinate with estate planning legal counsel to deliver the necessary plan and tools (trust, will) that help carry out your hope and desire for your children and/or organizations that want to see flourish.

Charitable Giving

Help you determine how to spend and invest with positive social impact. There are strategies and tools that enable you to give effectively to organizations who align with your values and your financial plan.

Education

Implement tools that will help ensure you are prepared to pay for or subsidize the cost of your children’s education.

Insurance

Recognize issues and risks today to address vulnerabilities. This action avoids unanticipated loss in the future.