CFP® Board Definition of Financial Planning: Financial Planning is a collaborative process that helps maximize a clients potential for meeting life goals through financial advice that integrates relevant elements of the clients personal and financial circumstances.

The Wealth Management Formula

The couples I work with at Limestone are doing OK financially. However, that does not necessarily lead to meaning in their lives or a sense of purpose. Having a sense of purpose has been shown to increase life expectancy and happiness.  Families have growth needs that are financial and personal. Financial planning aligns these two harmoniously in an effort to lead fulfilling lives.

To understand better the approach we use with couples here is our shorthand formula for wealth management.  It's been developed and adapted by working with couples over the past 20 years planning for the next phase. Many advisors say they are wealth managers but are only focused on investments and gathering them to manage. We believe in a holistic strategy that considers your complete financial picture and personal well-being, empowering you to feel confident and secure in your future.

Investment Consulting +

  • Portfolio management
  • Quarterly Tracking and monitoring
  • Due diligence
  • Risk evaluation
  • Performance analysis vs Benchmark
  • Goal setting and progress tracking

Advanced
Planning +

  • Cash flow analysis
  • Tax planning & projections
  • Prioritizing financial goals
  • Retirement income planning
  • Wealth protection from cybersecurity risks
  • Charitable giving
  • Estate planning
  • Beneficiary designations

Relationship Management =

  • Collaborate with other professionals, including legal team, tax consultants, & insurance investment professionals*
  • Make sure stuff gets done that needs to 
  • Create a plan for delegating & building a support team

Total Wealth Management

*Specific individualized tax or legal advice not provided. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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If you’re tired of feeling overwhelmed, are unsure of what may be preventing you from reaching your financial goals, and are ready to change, let’s talk.

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