Working with Sequoia
The Growth Mindset
Contact UsWorking with Sequoia
Grow:
For those who are actively working toward financial understanding and independence, during the accumulation phase.
- Wealth Accumulation Strategies
- Spending/Budgeting-Strategic Money Management
- Compensation/Executive Benefits/ESOP/ Stock Options Planning
- Access to your personalized financial planning client website
- Education Planning
- Student Loan payment plans
- Cash Flow Analysis
- Advanced Tax Planning Strategies
- Debt Reduction Strategies
- Insurance 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 Strategies
- Advanced Investment strategies for wealth preservation & Risk Management
- Customized strategies for maximizing your Social Security Benefits
- Tax strategies, such as Roth IRA conversions
- Retirement Cash Flow Analysis
- RMD Planning and Strategies
- Long Term Care
- Guidance for Charitable Giving
- Coordination with CPAs, Attorneys and other professionals as needed
Entrepreneur:
For entrepreneurs 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 Analysis
- Retirement Strategies
- Start-up, Acquisition, Succession or Exit Planning
- Cash Management
- Employee Benefits Planning
- Business Use of Insurance Analysis
- Intra-Family and other business transfer techniques
Life Events & Community Support:
- Premarital Financial Planning and Counseling
- Education Planning
- Divorce Financial Planning
- Providing for Loved ones/ Multi-Generational Estate Planning
- Charitable Giving-How to Effectively Donate Money
- Aligning Your Financial Decision-Making with your Values
- Getting Started-Financial Literacy and Education (for individuals, Families and organizations)
- Non-Profit/Charity Financial Planning and Strategic Planning
- Family Money Dynamics/Family Support Needs/Eldercare Planning
Investing:
- Individually Customized portfolios built specifically for your goals
- Review/Recommendations and Guidance of Existing Investments
- Values-based portfolios and strategies
- Business, Real Estate and Non-Traditional Investments
- Tax-Reduction strategies
- Impact Investing-Using your money to make a difference
- Investment Withdrawal strategies
- Risk-Management