Laying the Financial Foundation
Like a sturdy house rests on a firm foundation, a secure financial future is built on budgeting, managing debt, and saving. Good financial habits, consistent routines, and a positive money mindset are key to maintaining it.- Get Organized, Gain Clarity: Achieve clarity and organization in your finances, understanding your spending and financial status.
- Budgeting & Automated Cash Flow: Enjoy the freedom of a values-aligned budget and automated cash management.
- Debt Pay-Off Plan: Create an automated, tailored debt elimination plan with visual features to keep you motivated.
- Personalized Financial Blueprint: As your financial foundation solidifies, we'll provide a blueprint to grow, sustain, and safeguard your wealth and loved ones.
Building your Investment Framework
With the foundation built, we will begin to implement the strategies for growth laid out in your blueprint, propelling you closer to financial independence.
- Investment Management: We'll craft a tailored investment plan that reflects your unique personality, risk tolerance, and goals. We'll be by your side educating, answering questions, and supporting you through the process.
- 401(k) Plan Optimization: For many, the 401(k) is their biggest asset but often neglected. We'll actively manage your employer-sponsored account, ensuring it gets the attention it deserves.
- Tax Planning: Tax planning involves strategies to minimize taxes immediately and long-term, essential for maximizing income and savings. It ensures you pay only what's necessary, boosting your financial goals.
Securing your financial structure
With your wealth-building engine active, we'll secure measures to protect your wealth, legacy, and loved ones, ensuring your financial house stands strong. And let's be real, these are the important things we ADHDers love to "get to one day!"
- Insurance planning: For ADHD individuals, disability and life insurance are crucial, offering a financial safeguard for you and your loved ones against unforeseen challenges. This safety net ensures stability and peace of mind, letting you concentrate on your goals without the stress of "what ifs."
- Estate Planning: Estate planning ensures your wishes are honored and loved ones protected, but ADHD-related procrastination and organizational challenges may cause delays, risking unintended outcomes. We'll make sure you get it done.
On-Going Support & Accountability
Managing money with ADHD can be daunting, but you're not on this journey alone. We guide you through life's transitions, ensuring your financial strategy evolves with you. More than offering advice, we ensure you remain focused and on track with your goals through accountability. Whether it's career changes or expanding families, we're here to adjust your financial plan, helping you navigate every challenge with a strategy that matches the dynamism of your life.
- Regularly scheduled accountability, body double, and review meetings
- Annual financial plan update
- Personalized annual financial checklist and calendar
- Chat and email support when you need it
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