Base Camp - Less Than $250,000
Like the hikers at the foot of a mountain, you are just starting on your journey—or restarting due to a significant life transition such as marriage, the birth of a child, career change, divorce, or loss of a spouse. By setting reasonable goals, planning your route, and starting early, you can take on the financial freedom mountain and set yourself up to achieve your goals.
You can plan your route with the help of MyBlocksSM, a digital financial planning tool. It shows you where you are heading, the path you need to take, and the amount of legwork required. Register Here to use this free service.
Alpine - $250,000 to $999,999
You are well on your way up to your financial freedom mountain, but you still have steps to take. You can follow many routes to reach the peak, and the difference between selecting a risky route versus an appropriate route could result in failure. When you partner with us, you get a knowledgeable and experienced team to chart your financial plan and select the proper strategies.
Peak - More Than $1 Million
You should be proud of your achievements. As you reach the peak, your financial challenges shift to maintaining wealth and passing your legacy on to the next generation. Studies have shown that 68% of inheritances fail in the United States due to a lack of clear communication with adult children*. We help you have the essential family discussions that define your vision and empower your legacy.
*Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy, 2017.