WHAT YOU GAIN
PERSONAL FINANCIAL PLANNING
Cash Flow
Uncovering the power of your cash flow: We help you visualize your Lifestyle Plan and get in rhythm with your mind and money. With clear direction and reduced money anxiety, you'll feel confident about life and finances.
Tax Planning
Strategizing on tax planning: We help you develop strategies to minimize your tax burden and maximize your after-tax wealth.
Education Funding
Creating an education funding strategy: We explore diverse funding options to grow your education fund tax-efficiently and ease the pressure of future tuition costs.
Debt Managment
Developing a debt management plan: We create a strategy to tackle your management, freeing you from the burden and allowing you to experience financial freedom.
Employee Benefits
Maximizing employee benefits: We ensure you take full advantage of valuable employer-sponsored plans, strengthening your financial security.
Retirement
Preparing you for a comfortable retirement: We help you determine your desired lifestyle, calculate the necessary income to sustain it, and develop a sustainable, tax-efficient withdrawal strategy.
Investing
Building a strong investment plan: We design a diversified, cost-conscious portfolio aligned with your risk tolerance and long-term objectives, helping your money grow effectively.
Insurance Planning
Navigating your risk: We help you plan for unexpected events and life changes with risk and insurance planning, providing peace of mind and enabling you to weather storms.
Estate Planning
Designing your estate plan and protecting your legacy: We guide you through estate planning, ensuring your assets are distributed according to your desires and providing security for future generations.
Charitable Giving
Structuring your charitable giving: We explore strategies like donor-advised funds or charitable trusts to maximize your tax benefits and align your values with impact.
Generational Wealth
Empowering you with generational wealth strategies: We invite open communication to facilitate meaningful conversations with you about your family’s financial and legacy plans and equip you with tools and strategies for generational wealth.
BUSINESS FINANCIAL PLANNING
Your business is more than an endeavor; it embodies your vision, values, and goals. At The Real Wealth Collective, we believe in applying the same "Real Wealth" philosophy, which aligns mission, mind, and money to your entrepreneurial journey.
-
Navigate the full entrepreneurial journey: From ideation and launch to growth and exit strategies, we provide guidance and support at every stage.
-
Shift your focus from "in" the business to "on" the business: We help you delegate tasks, build a strong team, and free up your time to focus on strategic initiatives.
-
Achieve your personal and professional goals: We ensure your business plan aligns with your financial objectives and vision, creating a synergistic approach to success.
Our team of experienced professionals brings together:
-
Seasoned wealth management expertise: We understand the financial intricacies of running a business.
-
Entrepreneurial spirit: We share your passion for growth and innovation.
-
Collaborative approach: We work closely with you and your existing team to develop a customized plan that reflects your unique needs and goals.
Our Services:
-
Business strategy development: We help you design your one-page business plan and create a roadmap for implementation.
-
Cash flow planning and funding: We help you manage your cash flow effectively and strategize together on the funding needed to fuel your growth.
-
Retirement plan and tax planning: We ensure your financial well-being is integrated into your business strategy.
-
Asset Structure: We will examine your business as an asset and explore regulations, protection, operations, and an exit plan together.
-
Team building and professional network: We connect you with the resources and professionals to support your success.