Financial Planning & Advice

Financial planning often seems mysterious and uncertain, so the mere thought of it slows you down, right?  Don’t be overwhelmed.  Done professionally, financial planning brings confidence, peace of mind and numerous monetary benefits that align with your personal values.

Your relationship with money is the longest relationship you will ever have.  Get the most out of it by giving it the attention you would give any significant relationship.  Our mission at Wealth Legacy Institute is to design a financial plan that brings your values, mission and goals to fruition.  It’s that straightforward.  No mystique.  No pressure. No sales.  Nothing but honest expertise, warmth, and passion for your success.

That’s what we offer—plans that work for your lifetime and beyond, built together.  The proof is in our long- term client retention and goal achievement.

We learn where you want to go and help you get there. We’ll do the heavy lifting and design a tailored financial plan with staying power. Six elements will get you there:

6 Key Elements to Financial Planning

1. Know your Financial Starting Line
2. Protect what's Important
3. Enhance your Wealth
4. Manage Taxes
5. Plan for Retirement
6. Preserve Wealth & Create a Family Legacy

Investment Management

The heart of investment management is working together to develop a customized long-term investment policy.  Through an investment policy statement, we establish expectations, objectives, and guidelines for both of us.  A formalized approach to managing your assets is essential to achieving your goals.  The cornerstone of our investment philosophy is a disciplined approach regardless of market conditions.

We are well-credentialed, experienced and have an outstanding history with investment management. We partner with Dimensional Fund Advisors, Vanguard and other influential, forward-thinking leaders in science-based portfolio engineering.  Our strategy is research driven and views markets as an ally, not an adversary.  We build portfolios around broad market dimensions for a disciplined approach to investing.

We excel at long-term relationships. We’re not afraid of commitment.  We use goal-based planning to engineer portfolios that can meet your goals and let you sleep at night. As we track your investment objectives, we communicate with you regularly—not in a newsletter—but person-to-person so you’ll be in the know.  What you’ll really appreciate is the simplicity of our execution and the sophistication of our investment management.

Strategy

Our strategy is research-driven and views markets as an ally, not an adversary. We build portfolios around broad market dimensions for a disciplined approach to investing.

Management

Your investment policy is a dynamic document that we review on a regular basis. As your needs change in life, we will be ready to tailor a strategy for you.

Dimensional Fund Advisors

We are proud to be a part of a select group of fee-only advisors that work with Dimensional Fund Advisors. Their leadership includes Noble Laureates and leading academics, which provide innovative investment philosophy.

Education

It may sound lofty, but for us, the word “institute” really represents our organization’s core essence.  It reveals the deep value we have for life-long learning.  Learning opens all of our worlds and each of our hearts.  Through learning we come to new understandings. We gain compassion.  It nurtures curiosity, creates fresh growth, innovation, personal delight and new solutions we couldn’t see before.

We place a premium on the learning that can happen between our team and you. We all benefit when we share knowledge, experience and hard-won wisdom. We value what you can teach us and we hold golden the opportunity to be a trusted resource and ally to you and your family. We bring some very particular areas of expertise that you might find helpful:

Areas of Expertise:

• Dynamics Between Women & Money
• Life Transition Planning
• Elder Care Services
• Intergenerational Financial Planning

Family Dynamics

Having enough financial resources to maintain a stable home and ensure your family’s sustainability is only one element of a successful family. We have resources that can facilitate enhanced family collaboration, effective communication and conflict resolution so that you’ll have a stronger family—a family that can thrive, even when faced with adversity.

Financial Literacy

Feeling confident and competent in understanding your own finances is essential to having peace of mind. Knowledge brings power and opportunity. As you increase your financial literacy, you discover you have more options and control than you may have thought. You also become a great role model for your kids, students, nieces and nephews in how to thoughtfully manage money. Whether it is a complex estate planning situation, a tangled financial matter or teaching your children money skills, we are here to help.

Community Outreach

We are a firm with a soul. We believe in being an active participant in the community. Individually and collectively, we volunteer with local organizations, conduct free educational programs, do public speaking and work to be a positive community resource. We’d be happy to hold a workshop for your group or speak at your next event. Just give us a call.