Financial planning advice comes in many forms. Depending on a client's stage in life, sometimes only one facet of their financial activity needs guidance, whether it is retirement income sustainability or estate planning or one of many others.
Other times, younger clients with complex lives (and needs) may need help coordinating a plethora of activities: education planning, optimizing employee benefits, reviewing tax returns and strategies, investing for retirement, real estate investments, budgeting and cash flow and on and on.
At Vested Wealth we believe that taking a comprehensive approach to our client's lives is prudent and ultimately more effective. Whatever our clients needs we approach each relationship thinking 'big picture'. The goal is to better inform even the smallest piece of advice within the context of the client's complete picture.
Client's may engage us in several ways, from small projects to ongoing advice via a monthly retainer to general financial planning to extensive wealth management for the most complex client situations. A complete description of our engagements and fees please see our FAQ.