Wealth well-managed. Life well-lived.
The 2-Minute Drill
What you need to succeed, in two minutes or less:
You need a vision.
What do you want to achieve as a player? As a person? What financial goals do you have? What does money mean to you? We will seek to define and understand your Financial Purpose.
You need a plan to get there.
You need a structure to work within. We all do. You need a system for giving purpose to each dollar you earn. Total Wealth Planning enables us to develop a truly comprehensive plan, and chart progress toward your vision.
You need a trusted advisor.
There’s no shortage of “financial advisors.” But that phrase can mean many things. Don’t settle for anything less than a true fiduciary advisor that is bound to put your interests before his or her own.
You need to avoid losing money.
We believe in Warren Buffet’s famous “Rule #1: Don’t lose money.” This applies to the risk management structures embedded in your investment portfolio design, as well as evaluation of various other financial opportunities.
You need investment growth.
You need to invest. And you need different types of investments. All too often when athletes decide to invest, they put too much in the wrong places. After you’ve built an appropriate cash reserve in savings-like instruments, it’s time to talk about growth. Compound interest can pay big dividends for the wise investor who starts early.
You need a way to track financial progress.
Using 12 unique financial indicators, we dynamically monitor your entire financial life. We take a holistic approach toward building your Personal Balance Sheet, and review your Net Worth Progress each quarter.
