Katie Lenz, CFP®
You have done well. Now, all the pieces need to work together.
Retirement timing, tax planning, investments, business proceeds, concentrated stock, charitable giving, and estate planning should be managed together. One decision can affect the others. If financial questions are on your mind, and you want guidance, start with one private conversation.
Get a fresh set of eyes on your money.
Can you retire, work less, or make a major change without guessing? How should you plan around a business sale, equity compensation, concentrated stock, or a large income year? Are your investments aligned with the life you want? Are you missing tax planning opportunities?
Should your estate plan, charitable giving, and investment plan be reviewed together? Are you getting coordinated advice?
Katie will ask what is on your mind, what feels unclear, and what you are trying to decide. From there, she can help determine whether a deeper review would be useful. If it makes sense to continue, she may review investment statements, tax exposure, retirement goals, estate planning concerns, and planning gaps.
Why Timberchase Financial?
Timberchase Financial is a financial planning firm serving families since 2004. Fee-only. Fiduciary. Intentionally personal.
Start with Katie.
One private conversation can help you decide whether a deeper review would help.