Modern Wealth

Fee Only

Independent

Fiduciary

Financial Life Planning

Investment Management

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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. 

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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.

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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!

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