OUR SERVICES
FINANCIAL PLANNING
You deserve a financial plan tailored specifically to you.
A big banking institution would love to have you as a number on their ledger. That’s not how we work.
As a “financial planning first” firm, we prefer to find your whys before we show you how. Our comprehensive financial plans are personal, tailored to help you find the meaning you want from the money you have.
Our Planning Process
Wealth Wisdom
Wealth Wisdom
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Q&A: What more can we be doing to invest for our retirement?
Heather and Doug respond to a question from a newsletter subscriber, a couple in their late thirties, who max out their 401(k)s and are looking for additional ways to invest for retirement.
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News you can't use
Parsing out financial headlines to avoid driving each other crazy.
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One year at a time
We don't win at money once. Heather and I realize our financial lives are always changing. Embracing uncertainty and recognizing that nothing is guaranteed has empowered us to make confident decisions that benefit our household and our happiness.
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Q&A: I am miserable at my job. How do I know when I can leave?
A dissatisfied lawyer seeks advice on leaving their firm despite a possible pay cut. Doug suggests making a plan, researching new roles, and evaluating finances. He highlights the need for family communication and recommends reallocating investments to savings for a smoother transition.
WORK WITH US
Take the opportunity to connect with Douglas Boneparth for a Zoom call to explore your financial situation and set your goals. Click to schedule your meeting today.
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Our worksheet to begin building a strong financial foundation. It’s everything you need to take control of your financial life. You’re welcome.