WEALTH MANAGEMENT

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

MONEY MANAGEMENT

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WEALTH MANAGEMENT
IS ONLY ONE PIECE OF THE PUZZLE THAT MAKES UP YOUR FINANCIAL PLAN.

Relational Financing Planning

We believe that if we can direct money towards the strategies that will help you most to meet your goals, you can then give yourself permission to spend the rest - and that's freedom! 

Knowing where you're money is going and why is one step in the planning process.

Frequently asked questions about this topic:
Do I spend too much on dining out?

This seems to be a common question amongst our clients, so we know we like to work with people who love great food!

How much should I be spending on housing?

We can help you figure out what's affordable when it comes to buying, renovating, or renting.

 
How much should I be saving?

Let's find out how you're tracking toward your goals currently so we can work backwards to figure out the right savings amounts and strategies for you.

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WANT TO LEARN MORE?

SCHEDULE AN INITIAL CONVERSATION WITH ROYA AND TEAM