Chances are good we’ve all felt a bit like Rachel on “Friends” when she peruses her first paycheck in bewilderment and says, “Who’s FICA? And why’s he taking all my money?”Read more
Life’s better without stress.
Simplify your life knowing your financial pieces are in place.
We have seen first hand the impact that stress has on people’s lives and the improvement in their quality of life when given the tools to reduce that stress. Members of our team have taught in collaborative trainings to help doctors, therapists, and yogis help our communities address anxiety and stress. We believe strongly in reducing stress in finances, but also the rest of life.
When should I start?
Now! A lot of people, even extremely successful people, haven’t done much with their finances. We get it! It can also be easy to keep putting it off, because you don’t understand where to start.But wouldn’t you rather look back at your retirement planning or estate planning, and say I am so glad I started when I did, instead of I wish I had started earlier. All you can do is start where you are, but it’s all about starting.
How will we work together?
We start by having a conversation about where you are – what are you values, what are your goals, what are you looking for and what keeps you up at night, what causes you stress? Then we create a dynamic plan that covers all the financial essentials so that you feel confident, clear and have enough to live the life you want.
We go through a detailed process with you to understand and clarify your goals and values, review how your assets are currently aligned, and design the details of your financial present and future. You can visually see your plan, We’ll lay out your plan visually, view your wealth forecasts, and understand your retirement income strategy. But that’s just the starting point, not the endpoint.
We want you to build a plan you love, have the conversations you need, and use your wealth to do what matters to you. By only working with clients who are a great fit with our firm, we can provide excellent service and quick and effective communication.
When you need us we’ll be there for you. And we’ll check in with you, and help you stay on top of your important financial “checklist” items, so you don’t have to.
Can you handle the complexity of my situation?
We work with executives, business owners, lawyers, and doctors, and no matter the complexity, what we’ve found is that everyone feels some level of stress or worry around their money, and that clarity has helped provide ease around their finances.
Where we focus may be different based on your career or personal situation, but we review all aspects of your financial world. We aren’t going to use technical jargon, but instead break things down into a language you understand. We believe this understanding is essential in helping you feel okay and at ease.
Can I Make an Impact with My Money?
You should feel good about your money in whatever way that looks like for you. You can avoid companies who do things you don’t agree with, support the companies doing the work you believe in, and set up your own charitable strategies. We are passionate about helping you make the difference you want to with your wealth. Your Wealth Your Way.
I’m interested in learning more.
One of our favorite things to do is sit down and talk with people about how they can feel better about their money. Fill out the form to get in touch.
The guidance that will bring you financial ease is a moving target that changes with different seasons in your life.
Below you will find the variety of services we offer to make sure that your needs are continually addressed, so that you can continue to feel at ease and continue making the impact you want with your money.
Download One Of Our Free Guides.
3 Methods to Not
Run Out of Money
What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.
4 Mistakes People Make With Their First Million
Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.
Meath Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need.
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By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …Read More
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Monthly NewsletterAny Time is Tax-Loss Harvesting Time
Published by Kevin Oleszewski As the end of the year approaches, we start to think more and more about our tax picture. What boxes can we check to reduce our taxable income? Tax-loss harvesting is one such approach. A tax-efficient way to rebalance your portfolio, tax-loss harvesting can he …Read More
Weekly Market Commentary
- Market Commentary: Wake Me Up When September Ends
The popular Green Day song titled “Wake Me Up When September Ends” feels quite appropriate given the recent market volatility. In fact, the S&P 500 has now dropped at least 3% for three of the past four weeks. As we’ve noted in this commentary, stocks tend to be quite volatile and poten …Read more