We believe in individual, customized planning – NOT an assembly line, one-size-fits-all approach. We know, personally and professionally, that just because you’re 30, it doesn’t mean retirement isn’t already on your mind. Or for that matter, that someone at 50 couldn’t be starting a new career, in no hurry to retire at all. Volunteering, saving for college, or caring for family happens at every age. While we’ve considered stages of life as a progression of planning, our clients don’t live in a box.
Our approach is Financial Life Planning. It’s more than a presentation, paragraph, or questionnaire. In fact, it’s an experience. Our process broadens the conversation from simple asset management to a comprehensive dialogue about where your money goals intersect with your life goals. It’s a relationship-based approach that considers much more than the numbers.
There are companies that attempt to provide good tax or investment planning without considering your values. But that’s not us. For us, it starts with YOU. Really.
This is the core of Mosaic Wealth Management Group.