Traditional Financial Advisor’s Approach
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You’re more than just an investment.
A holistic approach.
Where the traditional Financial Advisor spends the majority of their time on just your investment assets, we take an entirely holistic approach to your whole financial picture: lifestyle, family needs, business goals, real estate, as well as your traditional investment assets.
As your consultant, we help you with complex issues such as aligning goals to family values, tax minimization, cash flow, debt financing, business ownership transition, investments, and asset protection. We look at all things that affect the goal of growing your total net worth.
E-Wealth’s Holistic Advice Approach
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Pillars of wealth management.
Lifelong support — ongoing holistic advice in these key areas:
Financial
Planning
- Goals-Based Planning
- Actionable Advice Keeping You on Track
- Financial Scorecard Monitoring/Tracking
- Saving & Debt Payoff Strategy
- Coordination with Trusted Professionals
Investment
Management
- Academic & Evidence-Based Philosophy
- Independence – No Proprietary Products
- Aligning Investments with Your Goals
- Diversified Allocation & Rebalancing
- Tax-Efficient & Low-Cost Portfolios
Tax
Planning
- Yearly Tax Planning
- Tax Efficient Saving Strategies
- Tax Bracket Management
- Charitable Gifting Strategy
- Investment Gain/Loss Strategy
Insurance
Analysis
- Analysis & Policy Review
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Workplace Benefits Insurance
Trust &
Estate Planning
- Review of Will, Trust, Power of Attorney, Health Care Directives
- Wealth Transfer
- Asset Titling & Beneficiary Designations
- Gifting Strategies
- Philanthropic Planning
Business
Planning
- Business Tax Planning
- Retirement Savings Plan & Benefits Optimization
- Business Valuation
- Cash-Flow & Liquidity Needs
- Business Acquisition & Exit Planning
Workplace
Benefits
- Benefit Review
- Retirement Savings Plan Optimization
- Insurance Offering Review
- Stock Options & RSU Strategy
- Executive Compensation Planning
Maximize your journey through intentional alignment.
We take a unique approach that we refer to as “intentional alignment.” Intentional alignment allows you to live life deliberately and with purpose. We listen to understand your core values, define what activities/experiences energize you, and guide you towards financial security and financial independence.
When these are aligned, you are maximizing your journey through the E-Wealth Intentional Alignment process.
Core Values
Your core beliefs that impact your behavior. Helpful when making difficult decisions.
Financial Health
The feeling of having financial security and financial freedom of choice.
Experiences & Activities
Intentional actions you take day-to-day through life’s journey.
Intentional Alignment
You are living your life intentionally. Your actions are aligned with your core values and are financially fit.
E-Wealth Portal: Your Financial Navigator
The E-Wealth Portal is a powerful tool that helps us provide comprehensive financial planning services. It allows us to integrate various aspects of your financial life into one cohesive plan, ensuring that the decisions you make align with your overall goals and core values.
Through the E-Wealth Portal, we can monitor your income, expenses, investments, and more in real-time. This enables us to offer informed advice and assist you in making timely decisions. Our objective is to simplify the complexities of financial planning, providing you with clarity and a structured approach to pursuing your financial goals.
Our 2-part process.
Get started with a strategic plan. Stay on course with an ongoing partnership.
Getting Started
- Step 1: Discovery Call15-minutes
- Step 2: Initial Consultation60-minutes
- Step 3: Proposal Walkthrough 30-minutes
- Step 4: Take Action!
Ongoing Holistic Advice
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What’s your business worth?
Possessing an understanding of your business value is perhaps the key ingredient when aiming to undertake a host of strategic activities and decisions. We utilize BizEquity, an innovative technology that allows us to deliver accurate and efficient business valuations, free to clients. When we have a better understanding of what your business may be worth, we can make more informed decisions for your future.
