Services and Investment Approach
WHERE I HELP
Your Future
Defining what an ideal future is for you, exploring what's possible, and charting a path that's best for you and your family
Your Children's Future
Setting your children up for success through good money habits, education planning, and building financial independence
Cash Flow
Managing your money flows, reverse budgeting, and ensuring your spending is aligned with your values
Assets + Debt
Decisions about home, investment property, and vehicle purchases; prioritizing debt paydown
Career + Business
Compensation and retirement plans for business owners, equity compensation, career changes, starting a business
Investing
Investment strategy based on your risk profile and goals; ongoing portfolio monitoring, rebalancing, and reviews​
Tax
Tax planning focused on minimizing lifetime taxes and reducing surprises on April 15th
Insurance
​Guidance to make informed decisions about protecting your health, family, and assets from the unexpected​​
Estate
​Creation of and ongoing updates to a full estate plan through Wealth.com so your wishes are carried out and your family taken care of (no additional cost unless attorney support is needed)
INVESTMENT APPROACH
I manage your investments as a core part of your financial planning, at no extra cost.
Here's my simple approach to investing your money:
Start with You
Understand your values, goals, and risk profile to build a financial plan and investment portfolio that makes sense for you.
Control What We Can
Utilize a handful of exchange traded funds (ETFs) that are low cost, globally diversified, and tax efficient.
Buy the Market
Invest in funds that capture broad markets, because it’s nearly impossible to consistently “beat the market” over the long-term.
Stay Disciplined
Remain patient, avoid costly mistakes, and allow compounding to work its magic over the long-term.
My family’s money is invested in the same funds I use for my clients. Perfectly aligned incentives, on this journey together.
"Invest for the long haul. Don't get too greedy and don't get too scared."
-Shelby M.C. Davis