Ongoing Financial Advice
The Wealth Map
Financial planning is about living out your life by design
Investment returns are one piece of a much larger puzzle, we focus on the things we can control. A financial planning engagement with WealthBound covers all of these services and more.
Cash Management
The epicenter of any good financial plan is cash flow. That’s why we spend time getting to know you and your goals to align your cash flow plan
Protection Planning
Although we don’t sell insurance, risk management is a key piece to your financial plan. Think of it as the foundation of your “financial house”. We work closely with trusted insurance brokers so that we can recommend the best products for your situation.
Tax Planning
Most likely the largest expense throughout your lifetime, you better be sure you have a plan to be as tax efficient as possible. That’s why tax planning is always at the forefront of our recommendations.
Investment Management
Tax advantaged investing, low fees, and asset allocation play a large role in an investors success. We offer optional investment management starting at .65% annually which is far below the industry average.
Debt Planning
There is a difference between good debt and bad debt, we’ll help you craft a plan to pay down bad debt while also using good debt to build wealth.
Equity Compensation
Equity compensation is often times included in your total compensation structure. We’ll help you better understand it and create a plan to take advantage of your equity compensation package.
Financial Independence Strategy
What’s the end goal? We help our clients craft a vision for where they want to be and how to reach the destination on their terms. We plan for independence rather than retirement.
Life Planning
The purpose of ongoing financial planning is to navigate life’s ups and downs. There will be change, hardship, and success. Financial life planning is all about navigating that journey successfully.
