YOUR JOURNEY
Recognizing that one size doesn't fit all and each financial journey is unique, we partner best with individuals who:
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Have individual income of $100,000+ or household income of $250,000+
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Are at various life stages, from young professionals building their careers to individuals approaching retirement.
We may be a great fit if you see yourself as embracing these life stages with the collective:
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Adulting: Building a financial foundation, thriving professionally, managing student loan debt, planning for future homeownership, and navigating single or couple finances.
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Parenting: Preparing for college education costs, managing childcare expenses, and planning for long-term financial security.
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Retirement: Maximizing retirement savings, planning for income sustainability, and navigating healthcare considerations.
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Entrepreneurship: Developing financial strategies for business growth, managing personal and business finances, planning for succession.
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Generational wealth: Navigating first-generation and sandwich-generation challenges and opportunities for a long-lasting legacy.
While these examples provide a general framework, we are committed to working with individuals who share our core values and are committed to building their Real Wealth.
If you resonate with our approach and believe we could be a good fit for your financial journey, we encourage you to complete our Real Wealth Inquiry Form.
CLIENT PROFILE
Motivated by Values and Goals
Aligning strategies with your vision
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You are passionate about aligning your finances with your values and goals.
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You seek a financial planner who understands the "why" behind your financial decisions, not just the "what."
Committed to Valuing Your Human Capital
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You recognize the value of your skills, experience, time, and ethics as your greatest assets.
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You are willing to get out of your comfort zone to advance your financial security and freedom.
Recognizing your unique financial strengths
Collaborative & Relationship-Oriented
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You believe in the power of collaboration and value building a trusted relationship with your financial planning team.
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You appreciate open communication and enjoy working with a team who listens and responds to your dreams, needs and concerns.
Partnering closely for financial success
Desire Multi-Generational Wealth
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You seek strategies for responsible wealth transfer and fostering financial literacy within your family.
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You value the importance of family and want to empower each generation to achieve their goals.
Planning prosperity for future generations
Open to Learning and Growing
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You are curious about financial planning topics and desire to become more knowledgeable.
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You are committed to continuous learning about yourself and your relationship with money.You value the role of coaching and the self-discovery journey.
Adapting strategies through continuous growth
Believe in Abundant Living
Promoting wealth in every aspect
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You recognize the importance of structure and consistent effort in achieving your financial and life goals.
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You are ready to overcome Money F.O.G.S.--fear, obligation, guilt, and shame– surrounding money, seeking strategies to build confidence and achieve financial security.
Grow Your Wealth with Expert Guidance
Schedule Your Strategy Session
COLLABORATIVE PARTNERSHIP
Your Personalized Financial Journey
Our collaborative process empowers you to build Real Wealth, aligning your mind and money with your unique mission, which reflects your goals and values.
Connect & Explore:
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Complimentary Consultation: We meet virtually to understand your goals, values, and needs, answer your questions, and determine if we're a good fit.
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Discover Your "Real Wealth": We delve into your financial history, goals, and values, uncovering your dreams and any financial anxieties holding you back.
Collaborative Planning:
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Mindful Money Management: We explore strategies to align your financial realities with your future vision, empowering you to take control of your financial well-being.
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Tailored Financial Plan: Our team works closely with you to create and implement a personalized plan that reflects your unique financial circumstances and aspirations.
Ongoing Support:
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Regular Reviews & Adjustments: We meet regularly to assess your progress, review your plan, and make necessary updates as your life and goals evolve.
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Empowerment Through Each Step: We provide ongoing support and guidance, ensuring you feel confident navigating your financial journey with clarity and peace of mind.
Experience the difference of a personalized approach. Partner with The Real Wealth Collective and embark on your financial freedom and abundant living.