Total Wealth Management
An intentional, proactive approach to keep you in alignment with what is most important to you.
Annual Planning Rhythm
Financial Planning is a process, not an event. We proactively review a specific part of your financial life each quarter. This agile planning approach keeps you focused on making consistent and timely financial decisions, rather than being tied to a rigid, static financial plan. You can be confident that your plan is efficient, adaptable, and aligned with your goals and values.
At the beginning of the year, we revisit your values, goals and cash flow model to inform your current and upcoming decisions. This gives us a course of action for the coming year, as we anticipate the decisions you will need to make in the year ahead, while staying adaptable for the inevitable changes that come along the way. We leave this meeting with clear direction and an efficient financial model that is focused on your personal goals, giving you confidence in the direction of your financial life.
Sound investing principles are simple to understand but difficult to execute consistently. Through our internal Investment Review Committee, we adhere to a systematic, disciplined, repeatable investing philosophy rooted in academic literature.
By leveraging various investment partners and a robust technology platform, we can execute an efficient strategy that minimizes the guesswork to which many investors fall victim, allowing us to focus on what is most important to you as we work together towards your financial goals.
Our Blog of Helpful Tools and Tips
I do not know about you, but it is hard for me to believe that Thanksgiving is already here, and Christmas is just around the corner! Personally, I love this time of year! I enjoy the food and the rich times spent with family…
At our recent Advisor Group Conference in San Antonio that Charlie wrote about last week, Malcolm Gladwell, the esteemed author and speaker, kicked off the event on Wednesday evening. During his address, he discussed the differences between puzzles and mysteries. To solve a puzzle,…
This past week was not a typical week at Master’s Advisors. Seven of our team members were attending a large Advisor Group Conference in Texas. Deb and I did our best to “hold down the fort” while they were gone. Conference events like this…