You have big goals: make sure you’re in the best possible financial position to achieve them.
Call it a blueprint, a roadmap, or a master plan, a comprehensive financial plan starts with your financial goals and takes a big picture look at your overall financial situation — income, debts, savings and cash flow. It also considers insurance needed to protect assets, retirement and estate planning, long-term investment and tax strategies.
Your personal financial plan gives you a macro view of your money and the interplay of your various assets and goals over time.
Not everyone has a million-dollar portfolio – yet.
Unlike other financial management firms, TAG 2.0 requires no minimum account size. We don’t just cater to the already-wealthy. We take the time to focus on where you are now, believe in your future growth and look forward to working with you to get you where you want to be.
We’ll be there every step of the way to help you stay on track and course correct if necessary. Your financial plan is a living document that we’ll revisit on a regular basis to make sure you remain on track.
Rest assured: our fiduciary commitment to you ensures that you receive tailor-made financial planning advice that is entirely in your best interest, we have no vested interest in any of our recommendations.
As part of our commitment to meeting you where you are today, our Financial Plan pricing is based on a sliding scale depending on your current net worth. And, if you choose to work with us on implementation, the cost of the Plan is applied to future services. Contact us to learn more.
Once we’ve created your Plan, you are under no obligation whatsoever to continue working with us; however, if you like us, we have the ability to implement all aspects of a robust Financial Plan for you. And if you do choose to continue working with us, we will be glad to credit your Financial Plan fee towards future services.
As Antoine de Saint Exupéry once said, “a goal without a plan is just a wish.”
Whether you join TAG with your existing advisor or as a new client on your own, our level of service and commitment to your financial success is the same. Contact us today to get started.