LIFE STRATEGY |
| Access to a Life Strategist | ✔ |
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| Integration across your financial, career, health, relationships, and fun goals | ✔ |
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| Accountability to your top priorities and sense of purpose | ✔ |
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| Connect the dots between your money and fulfillment | ✔ |
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| Emphasis on sustainability and environmental consciousness | ✔ |
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ENTREPRENEURSHIP |
Annual concentration risk analysis
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Annual liquidity analysis
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Pre-exit transition planning
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Succession Planning
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Windfall Planning
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INVESTMENT MANAGEMENT |
Act as fiduciary 100% of the time
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| Low-cost investing | ✔ | ✔
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| Fully diversified portfolio | ✔ | ✔
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| Tax-efficient placement of investments | ✔ |
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| Strategic tax loss harvesting | ✔ |
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| Proper rebalancing techniques | ✔ |
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| “Factor” investing (tilted towards small-cap and value) | ✔ |
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| Integration of 401(k) accounts into investment strategy | ✔ |
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| Behavioral coach to prevent emotional decisions/mistakes | ✔ |
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Increased confidence from collaborating with an investment expert
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| Outsourcing of stress required to manage portfolio | ✔ |
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Outsourcing of responsibility required to manage portfolio
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FINANCIAL FREEDOM |
| Proactive guidance on all financial matters | ✔ |
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| Net worth projections to guide decision-making | ✔ |
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| Advisors who understand your career and financial trajectory | ✔ |
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| Plans that consider assets not directly managed by advisor | ✔ |
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| Outsourcing of time required to make financial planning decisions | ✔ |
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Outsourcing of responsibility required to make financial planning decisions
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| Guidance on tax-advantaged charitable giving | ✔ |
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FINANCIAL SERVICES INTEGRATION |
| Coordination with your estate planning attorney | ✔ |
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| Coordination with your insurance professionals | ✔ |
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| Coordination with your tax professional | ✔ |
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Personal banking optimization
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