Money matters are always complicated—especially as you get older, advance in your career, and grow your assets and income. As these matters get more complicated, the path ahead can get more unclear. Should we pay off our mortgage before we retire? How much do we want to help our kids pay for college? Do we have margin to give to causes we care about?
At Generous Wealth, we offer a process that makes the road ahead clear. Think of it like a roadmap—it shows you some potential twists and turns on the path, but provides clear direction on how to navigate them.
Our planning process is ongoing—the first phases of the plan (understand and design) may take a few months, as we want to get a thorough understanding of your lifestyle, finances, and goals. We implement and manage your finances on an ongoing basis, meeting with you at least once a year to keep your plan on track.
While we don’t prepare legal documents, we can recommend trusted attorneys and collaborate with them to integrate your estate plan into your overall financial strategy.
Our fees are based on the specific services you need and the complexity of your financial situation. Schedule a complimentary consultation to learn more about our fee structure.
