Modern Wealth
Fee Only
Independent
Fiduciary
Financial Life Planning
Investment Management
Financial Life Planning is the art or human side of Financial Planning.
It is a holistic approach that leads with the you, not the money.
Through our EVOKE® process, we discover your deepest goals and aspirations.
Modern Wealth is featured in
XY Planning Network
Modern Wealth in XY Planning Network
Ask
Modern Wealth in Ask
CFP Board
Modern Wealth in CFP Board
Financial Life Planning
In Financial Life Planning we discover your deepest and most profound goals through a mindfulness-based process of structured and non-judgmental inquiry.
Then, using a mix of professional and advanced relationship skills, we inspire you to pursue your aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as you accomplish your objectives.
Financial Life Planning is what real Financial Planning should be. In my mind, I can't be a real fiduciary until I know you.
Financial Life Planning is Financial Planning done right.
Investment Management
I develop portfolios that are tailored to your goals, dreams, and level of risk you are comfortable with.
I can help you manage your existing investments or design a portfolio from scratch.
Most Financial Planners, Financial Advisors and Investment Professionals only work with you if they invest your money, and a lot of it.
Modern Wealth is different! If you choose to manage your own portfolio, while utilizing us for Financial Life Planning, that is fine too!
