Is Your Money Being Used To Improve Your Life?

Life centered planning represents a philosophical shift in how we work with our clients. In addition to helping you make smart decisions with your money, we focus on helping you live the best life possible, with the money you have, based on your values and goals:

 

  • What is most important to you?
  • What challenges and opportunities are you currently facing?
  • What are your preferences and behavioral constraints?
  • What key transitions are looming on the horizon?
Personalized Financial Planning

PlanNow

Through PlanNow, young professionals have access to our low-cost model ETF portfolios, a client portal, collaborative financial planning software, and most importantly, access to an experienced professional.

PlanNow clients pay a flat monthly subscription fee for all of the planning, advice, and investment management services. There are no minimum asset requirements.

Financial planning for millennials and young professionals. Employee benefits (RSUs, ISOs, ESPPs) 

It’s not just about having enough money. It’s about what you want your money to do for you and those you care about. The right financial plan for you is the one that allows you to live the best life you can. Let us provide the expertise to help you live the best life possible.

In this Podcast Paul talks with author and radio host Mitch Anthony about the concept of Return On Life (ROL)

*Copyright 2017, ROL Advisor LLC, All rights reserved