financial planning

Financial planning is a life long process, and we want to be there every step of the way. It goes beyond the allocation of an investment portfolio. It is making sure that all aspects of your financial life are integrated with your personal goals and values. All of this is predicated on a relationship based on trust. We earn clients trust by placing their interests above our own, and continually focusing on how to improve their financial lives.

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. This builds the foundation of your financial plan. We supplement your goals and values with our knowledge by identifying areas to help maximize savings, reduce taxes, and manage potential risk exposure.

Listening & Learning

The first step is to listen to you, your concerns, and your goals. This sounds simple, but it's often the step most overlooked. Plans are built on your actual goals, not perceived goals.

Prioritizing Goals

Everyone prioritizes their life differently. For some, earning a living is a result of necessity. For others, their careers are the most optimal path to philanthropic and family gifting goals.

Building the Plan

Our job is to help prioritize your goals and chart an achievable course of action with you.

Ongoing Monitoring

Financial plans aren't meant to sit on a shelf. People's personal and financial lives change constantly and so will their plan. We monitor your plan to ensure it still aligns with your wishes

financial planning services

Wealth Accumulation Strategies

Retirement Income Planning

Tax Minimization Strategies
‍(Coordination with tax professionals when applicable)

Estate and Wealth Transfer Planning (Coordination with attorneys when applicable)

Charitable Giving Strategies

Concentrated Stock Strategies

Financial Coaching

Retirement Readiness
Life Transitions

Insurance Review
‍(Coordination with other professionals when applicable)

Employee Benefits Review

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Accretive Wealth Partners, LLC ("Accretive Wealth") is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Accretive Wealth and its representatives are properly licensed or exempt from licensure.

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. Our experience is what allows us to proactively engage our clients in helping them navigate their financial lives.