Financial Plans consider a lifetime of change, but need to be changed over the course of a lifetime.
Our job starts with a focus on you and your goals. Your goals build the foundation of a financial plan, and we supplement your goals and values with our experience by identifying areas to help maximize savings, reduce taxes, and manage potential risk exposures.
1. Getting To Know You
The first step is to listen to you, your concerns, and learn about your goals. This sounds simple, but it's often the step most overlooked.
2. Focusing On Your Goals
We identify and prioritize the goals that are most important to you.
3. Building Your Plan
Once we have identified your primary and secondary goals, we chart an achievable path with you.
4. Monitoring and Updating
As markets, taxes, and personal circumstances change over time, so too should your plan.
Get in touch
Accretive Wealth Partners is a fee-only firm. We are fiduciaries that put our clients’ interests ahead of our own. This comes through in our consultative approach in working with clients and understanding what’s important to them. Get in touch with us today to learn more.