Financial guidance tailored to your unique needs.
"Techne" is an ancient Greek term meaning skill, craft, or art, often referring to the practical application of knowledge or expertise in creating something.
Accumulators
Typically age 30-55, often the busiest time of your life. Balancing work, family, fun all while try to build their net worth and plan for the future.
Helping clients through the different financial stages of life.
Pre-Retiree
Within 5 years of retirement. With what once looked so far off starts to look more realistic. Wanting to ensure a successful retirement.
Retiree
How ever it happened, hopefully you are enjoying yourself. Helping to maintain your income plan throughout retirement and planning legacy.
So what is in a plan…
While this can get very nuanced based on the complexity of a situation. The 3 basic tenors of a plan we look to address with clients throughout our time working together include: Preservation, Savings, Investments
Preservation
Addressing the “what if” in life. Not the most exciting topic to discuss, but prudent to address. Discussion around emergency funds and insurance recommendation are presented.
Savings
Allocating your resources, usually your income. But may include other money. Recommendations around the what and where on your money. These are customized are your goals and current situation.
Investments
Reviewing your current investments, discuss risk tolerance and investment experience. Making recommendations tailored to your unique situation and reasoning. Monitor and adjust over time.
Blog - “RICHly Thinking”
