How confident are you that your financial life plan is coordinated and efficient? A sound plan is coordinated at all points of life and as efficient as possible to minimize economic headwinds, such as taxes. When planning is done well, you will reach your financial finish line more quickly. Financial freedom allows you to invest your time in things that matter to you rather than things you have to do.moving from success to significance.
As your personal Chief Financial Officer and your thinking partner in life's biggest decisions, our goal is to encourage you to make the best and most efficient decisions with your money, especially when it is most difficult to do. We do this through our Financial Life Planning process - this is where life meets money.
As your personal Chief Financial Officer and your thinking partner in life's biggest decisions, our goal is to encourage you to make the best and most efficient decisions with your money, especially when it is most difficult to do. We do this through our Financial Life Planning process - this is where life meets money.
Services
Just like the world's greatest athletes hire a coach to continually make them better, a financial coach will help you eliminate the noise and focus on what truly matters. Look for an advisor with integrity and competence who can be a financial guide through all your decisions, helping you increase the net amount of money received through tax efficient strategies.
The four most valuable words in the English language may be "Buy low, sell high." We all know this. But research paper after research paper shows that the average investor rarely follows this plan. We manage our portfolios at the household level rather than account by account. This allows us to locate assets in accounts with different tax status for maximum tax efficiency.
PLC exists to serve our clients in the areas of their greatest needs. Our goal for our clients is that they will have more peace of mind around their finances because of our advice and financial life planning process. A well thought-out plan that is based on your personal values and built around your specific goals should move the needle toward this end.
Financial planning, at its heart, is about stewardship of the resources we have been given and blessed to manage. A deep integration with tax planning on a year-to-year basis ensures coordination and efficiency across all parts of a financial plan. Financial planning is a goals-based activity. We want to help you accomplish your life goals rather than simply achieve certain investment results.
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