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
Although I wear many hats here at Master’s, my primary role is that of Hospitality Coordinator. My goal is to make sure all of our clients have a pleasant experience in our office – starting from the time you schedule a meeting to the…
I had the privilege to participate in a family meeting this past week. I’ve helped facilitate numerous family meetings over the years and I always find them to be a rich experience. Those of you unfamiliar with a family meeting in the context of…
Last March, the US Stock Market stopped it's tailspin and reversed course, increasing 103% since it ‘bottomed out’ on March 21st. When we see the market essentially do nothing but go up, a funny phenomenon takes place; we get nervous! We know that withstanding…