Working with Sequoia Grow: For those who are actively working toward financial understanding and independence, during the accumulation phase.Wealth Accumulation StrategiesSpending/Budgeting-Strategic Money ManagementCompensation/Executive Benefits/ESOP/ Stock Options PlanningAccess to your personalized financial planning client websiteEducation PlanningStudent Loan payment plansCash Flow AnalysisAdvanced Tax Planning StrategiesDebt Reduction StrategiesInsurance Planning (life/disability) Work-Optional Lifestyle:For those thinking about working less, retirement, or for those who are already retired. Includes all from Grow, and the following:Retirement Income & Investment Withdrawal StrategiesAdvanced Investment strategies for wealth preservation & Risk ManagementCustomized strategies for maximizing your Social Security BenefitsTax strategies, such as Roth IRA conversionsRetirement Cash Flow AnalysisRMD Planning and StrategiesLong Term CareGuidance for Charitable GivingCoordination with CPAs, Attorneys and other professionals as needed Entrepreneur:For entrepreneur’s and business owners in need of a well-constructed financial plan to help reach their personal and professional goals. Includes a combination of Grow and work Optional Lifestyle as it applies and the following:Cash Flow AnalysisRetirement StrategiesStart-up, Acquisition, Succession or Exit PlanningCash ManagementEmployee Benefits PlanningBusiness Use of Insurance AnalysisIntra-Family and other business transfer techniques Life Events & Community Support:Premarital Financial Planning and CounselingEducation PlanningDivorce Financial PlanningProviding for Loved ones/ Multi-Generational Estate PlanningCharitable Giving-How to Effectively Donate MoneyAligning Your Financial Decision-Making with your ValuesGetting Started-Financial Literacy and Education (for individuals, Families and organizations)Non-Profit/Charity Financial Planning and Strategic PlanningFamily Money Dynamics/Family Support Needs/Eldercare Planning InvestingIndividually Customized portfolios built specifically for your goalsReview/Recommendations and Guidance of Existing InvestmentsValues-based portfolios and strategiesBusiness, Real Estate and Non-Traditional InvestmentsTax-Reduction strategiesImpact Investing-Using your money to make a differenceInvestment Withdrawal strategiesRisk-Management What are your goals? Name Email Address Phone Question Thank you! Oops!