FM Wealth Planning
Do you have a plan to help you live the life you dream of?
If you’re wondering who can answer all of your financial questions, we can help.
- Can I preserve my wealth in the event something happens to me?
- How can I successfully transfer my wealth and assets to the next generation?
- Do I have enough to retire on?
- How can I better manage my wealth and assets to facilitate my long-term goals?
- What does my overall financial plan of business and personal wealth look like?
- Am I maximizing my investment and insurance strategies to support my long-term goals?
The integrated approach to growing and protecting your wealth
Experience the difference of a holistic, planning first approach to your personal finances and your business.
“We want to ensure your family has an integrated advisory experience looking at your business, family and individual long-term goals in one holistic approach.”
Kari Speaker Smith, CPA, CA, CFP, FEA, B Mgt
Partner and Senior Wealth Planner
It begins with what’s important to you.
We provide specialized Wealth Planning services not available in most accounting firms by integrating your personal and business finances into a single, focused plan that helps you get to where you want to be.
In our first meeting, we uncover what matters most to you, discover exactly where you are, and get clarity on where you want to be with the “My Why” exercise.
Next, with a clear understanding of what you want to achieve, we create a plan and offer specific advice that aligns with your priorities and goals for your financial life.
Our team of specialists then implement your plan. Together we measure, track, and adjust it as needed.
We remain present and active as your plan and life evolve. By reviewing your progress, “My Why” and other changes in your life we then update your plan to navigate and adapt to those changes.
How we can help
Book a discovery meeting today and learn how we can help you take your plan to the next level.
Comprehensive Financial Planning
Our approach to Comprehensive Financial Planning integrates your personal finances, your business, and your advisory team, to ensure you optimize the benefits of financial planning, strategy, access to resources and best-in-class implementation.
Investment Management Review
You’ve worked hard for your money. An Investment Management Review ensures that your investment strategy is aligned with your goals.
Risk Management Review
Conversations about the impact of disability, illness, and death are never easy to have, yet they’re extremely important. You deserve to know you’re protected from life’s risks, both personally and for your business.
It’s time to build your integrated plan.
Book a discovery meeting today and learn how we can help you take your wealth management strategy to the next level, so you can reach your financial goals.