REAL WEALTH JOURNEY
your
Our collaborative REAL WEALTH Journey empowers you to align your mind and money with your unique mission that reflects your goals and values.
Envision Your
Real Wealth
What does true Real Wealth look like for
you? We'll uncover dreams, navigate past
anxieties, and explore your essence to paint a vivid picture of your ideal financial future.
Establish Your
Real Wealth
With your vision in mind, we’ll craft together a tailored financial plan to get you there! We will work closely with you and alliance partners (e.g., CPAs, EAs, estate planning attorneys, etc.) to ensure a cohesive approach to managing your wealth. Together, as The Coterie, we will explore actionable strategies to align your values, goals, and financial realities with your future vision, empowering you to live the life and legacy you love.
Elevate Your
Real Wealth
We’ll be your trusted guide, offering regular reviews, collaborative meetings, and ongoing support to keep your financial plan dynamic and adaptable. As The Coterie, we'll embrace your life's evolutions confidentlyand abundantly.
DO OUR VALUES ALIGN?
The Real Wealth Coterie seeks to partner with individuals who share our commitment to building Real Wealth, which goes beyond just finances. Here are some characteristics of our ideal clients:
Motivated by Values and Goals
You are passionate about aligning your finances with your values and goals.
Collaborative and Relationship-Oriented
You believe in the power of collaboration and value building a trusted relationship with your financial planning team.
Open to Learning and Growing
You are curious about financial planning topics and desire to become more knowledgeable.
Committed to Valuing Your Human Capital
You recognize the value of your skills, experience, time, and ethics as your greatest assets.
Desire Multi-Generational Wealth
You seek strategies for responsible wealth transfer and fostering financial literacy within your family.
Believe in Abundant Living
You recognize the importance of structure and consistent effort in achieving your financial and life goals.