Financial Planning is the single greatest proactive step you can take in your life to build confidence in your financial future.
Brian Willet
We believe Financial Planning should go beyond the tangible.
Financial Planning needs to focus on the intangible core value system each client has in order to fulfill it's mission. Just stop for a moment and think about your life. If you are able to accomplish your tangible goals (buy a house, buy a boat, take a vacation, retire on time, etc.) but hypothetically in order to do that you have to break your intangible core value system around money, then will you truly be happy at the end of the day?
This is why Beyond Tangible Wealth focuses on the intangible core value system around money with each client first. This empowers you to accomplish your tangible goals as we help you apply your intangible core values to each financial decision.
what to expect
When you work with us, we will:
Step 1
Intangible
Identify your core values about financial decisions.
Step 2
Tangible
Identify your tangible goals and strategies.
Step 3
Facts
Gather up the applicable information on your current financial life.
Step 4
Solutions
Review your possible options and review the consequences of making each decision before you make it.
Personal Comprehensive Financial Planning Services
Ongoing Financial Planning Relationship
or
Per Project, or Billed by the Hour Personal Financial Planning Relationship
What Does Personal Financial Planning Cover?
- Intangible Goals: Financial Decision Core Values
- Cash Flow Plan
- Emergency Reserve Plan
- Tangible Goals Plan
- Family Needs (Education or Charity) Plan
- Retirement (Financial Security) Plan
- Estate Plan
- Risk Management Plan
- Tax Plan
- Investment & Asset Building Plan
Business Comprehensive Financial Planning Services
Ongoing Business Financial Planning Relationship
or
Per Project, or Billed by the Hour Business Financial Planning Relationship
What does Business Financial Planning cover?
- Intangible Goals: Financial Decision Core Values
- Cash Flow Plan & Projections
- Emergency Reserve Plan
- Succession Plan
- Emergency Plan (Death or Disability)
- Tangible Goals Plan
- Giving Back (charity) Plan
- Tax Plan
- Risk Management Plan
- Business Valuation Plan