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We Provide:
(in a nutshell)
Ongoing
Financial
Planning
"Ongoing? I thought I could just do a plan with you and be done."
Okay, but what about when you get a new big-shot job, and then you want to upgrade to a 3 BR because you also have a NEW baby coming (and always hated your kitchen)?
That plan...it's already kinda outdated.
Continual Investment Management
"I'm terrified of investing. Also, how do I rebalance?
Also, what is rebalancing?!"
All good questions! We'll talk it all through to help you understand.
But also, if you just want to make it go away, we'll handle things for you :)
Year-Round Tax Strategy
"But I have an accountant for that!"
That's great! Thing is, they tend to focus just on last year (also great).
We're proactive all year, looking forward and optimizing continuously.
We Provide
Ongoing
Financial
Planning
"Ongoing? I thought I could just do a plan with you and be done."
Okay, but what happens 3 months later when you suddenly want to build a new studio for your business?
That plan...it's already kinda outdated.
Continual Investment Management
"I'm terrified of investing. Also, how do I rebalance?Also, what is rebalancing?!"
All good questions! We'll talk it all through to help you understand.
But also, if you just want to make it go away, we'll handle things for you :)
Year-Round Tax Strategy
"But I have an accountant for that!"
That's great! Thing is, they tend to focus just on last year (also great).
We're proactive all year, looking forward and optimizing continuously.
(in a nutshell)
First:
Get On Board!
The boring part (sorry).
We ask for all of your docs + materials and get you into our snazzy systems.
Then:
Goals + Facts!
What are we trying to accomplish? And what can we learn about you?
Deep discussions and exploration of possible scenarios, then we go into the lab to figure out the path forward.
After That:
Plan + Deliver!
We're old friends by now. We'll make a plan to navigate to where you want to go.
AND we'll actually get it done, together! Amazing, right?!
(then we continue our work, year-round!)
Our Ongoing Relationship Includes:
Solstice Forecast
See your financial future with our fancy-pants retirement + scenario projections!
Budget Coaching for Real Life
We know - budgeting is the worst. But not when it's done with care + fun, and actually accounts for real life needs.
Let Our People Talk To Your People.
We'll coordinate with other professionals for you (like estate planning attorneys + CPAs).
We Like to Talk About
everything
(Money is messy, vulnerable, and weird.
We're here for it all.)
If you're looking for creative, relatable advisors that pour their hearts into helping people succeed, you've found them.
I've learned a lot from Julia the budgeting queen.
It's not easy to be honest about my current spending habits but she keeps it real with me in a warm and supportive way :)
Melody
Solstice Client
Disclosure: This quote is from a current client of Solstice Wealth. Solstice Wealth didn't pay for the testimonial. Past client experiences do not guarantee future results; individual results may vary. (the suits made us say this!)
We're not the kind of advisors that keep you in the dark (unless...you want that? Which is totally cool!)
We love to teach and explain, in a way that helps you understand core financial stuff.
We're lucky and grateful to be trusted by families + folks for many years.
Relationships make this work meaningful (and fun sometimes!)
We're a fee-only firm, which means we are ONLY paid for advice (not commissions or tricksy products to sell).
So that means our only incentive is to just give you the best possible advice we can.
Isn't it nice when there's no secret agenda??
Oh, there's a neato study on the ROI of working with a financial planner!
(because everyone always asks)
Your partner thinks we should talk.
For us, it's all about being a part of people's lives. We value being a support system during rough (+ calm) times.
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