Don't keep up with the Joneses'...
The Joneses' look like they have it all figured out but truth is, they don't.
They're probably living paycheck to paycheck and spending money they don't have just to keep up the impression.
This lifestyle is a one-way ticket to living life with no savings, no confidence, and no hope.
Our planning process helps ensure this doesn't happen to you.
We create clarity in your financial life, answer your questions, and help get you where you want to be without all the stress.
Financial planning isn't just about investments.
It covers everything that comes up in your financial world.
From resolving student loan debt, to your investing strategy, to saving for your first home, to planning for vacations - we're here to solve your problems and get you where you want to be.
Step 1: Get to Know Each Other
This is a 20 minute phone call that gives us a chance to go over your situation and see if our services make sense for you.
Two (2) meetings to allow us to get a clear understanding of your needs and to build & deliver your custom financial plan
Step 2: Initial Plan
Follow up meetings as necessary to implement strategies and answer questions as we get started.
Step 3: Hands On
Unlimited support from your personal financial planner to answer questions and provide on-going advice as situations change.
Step 4: On-going support
Each month we send a newsletter along with any action items and review items with the option to set up a call to go over anything.
Step 5: Monthly Reviews
Areas we cover
Establishing where your money should be going every month is vital to financial wellness. Our process helps you stick with the plan and achieve your desired goals
Whether it be student loan debt, credit card debt, or your mortgage - we analyze your current situation and determine how to move forward
Setting goals without knowing what's possible can be tough. We work with you to help identify and clarify your financial and life goals.
A financial plan without tax planning is like pizza without cheese - it's probably still good, but it feels like something's missing
We work with you to ensure you're covered with correct insurance and an estate plan - will provide recommendations to providers and attorneys if needed
We determine the best strategies to achieve your retirement goals and test if current investments are on track
No commissions. No sales. No minimums.
Investment and portfolio management starts at .8% of managed assets and decreases as assets increase
No fee for PierGrow clients
We work with you to understand your goals and build our investment strategy to align with them
Diversification & Asset Allocation
Helping balance the risk vs. reward of different investment options when building your investment strategy
Custom-built, low cost portfolios to align with your risk tolerance and goals.
For those who already have established investment accounts, our planning process includes an analysis of those portfolios (if desired)
Let's work together.