Modern Wealth

Fee Only

Independent

Fiduciary

EVOKE® Financial Life Planning Empowering People To Live Wealthy

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EVOKE®

Financial Life Planning

In EVOKE® Financial Life Planning we discover your deepest and most profound goals through a mindfulness-based process of structured and non-judgmental inquiry. 

 

Then 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.

EVOKE® Financial Life Planning is what real Financial Planning should be. In my mind, without going through the EVOKE® process, you can't be a real fiduciary.

 

Financial Life Planning utilizing EVOKE® is Financial Planning done right.

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Investment Management

Utilizing the EVOKE® process of Financial Life Planning, 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!

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Tax Preparation

Tax Planning is one of the most important components of the EVOKE® process and your Financial Life Plan. Effective Tax Preparation can keep more money in your pocket so you may live your best life and plan for the things that are most important.

 

We can help you, your family and your business by preparing:

 

Individual Tax Returns

Trust Tax Returns

Business Tax Returns 

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Estate Planning

Estate planning, as part of the Financial Life Planning and EVOKE® process, involves determining how an individual’s assets will be preserved, managed, and distributed after death.

 

It also takes into account the management of an individual’s properties and financial obligations in the event that they become incapacitated.

We can help you and your family with core documents such as:

Revocable Trust

Pour-Over Will

Power of Attorney

Advance Health Care Directive

Tangible Personal Property Memorandum
Sample Asset Transfer Letter
General Assignment of Assets

Trust Certification

Letter of Wishes

Medical Authorization for Minor Children

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Insurance Planning

Insurance planning is a critical component of a comprehensive Financial Life Plan and EVOKE® process that includes evaluating risks and determining the proper insurance coverage to mitigate those risks.

We can help you, your family and your business with:

 

Term Insurance

Universal Life Insurance

Disability Insurance

Long Term Care Insurance

Annuities

Business Insurance

Life Settlements

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