At Moller Wealth Partners, financial planning is personal and it’s the core of what we do. We will design a comprehensive, long-term plan specifically for you and will review the plan quarterly to ensure all aspects of your wealth meet every stage of your life.
In the first quarter, we provide an update to your financial plan and discuss your progress toward meeting your goals. We will make changes to your plan, if needed, and then review the comprehensive update with you to ensure your plan remains on track.
Estate planning is essential for the protection and distribution of assets according to your wishes. During the second quarter, we will discuss any changes needed to efficiently transfer your wealth, plan for incapacitation, and minimize taxes. We will work alongside your attorney and other estate planning professionals or refer experts to you.
Insurance is a cornerstone of a financial plan. It protects you and your family from undue hardship in the face of adversity. In the third quarter, we will discuss your insurance coverage to ensure you have the appropriate protection to best safeguard your loved ones. We also can make recommendations to insurance providers if needed.
In the fourth quarter, we discuss the most effective financial structures and strategies that are best for reducing your taxes. These strategies can change as your financial picture evolves, so it is important to review them annually. We often work closely with our clients’ tax preparers to ensure they have all the information they need for completing their returns as well as minimizing their tax burden.
In an often short-sighted world, we take a long-term approach to investing that’s diversified, disciplined, and minimizes costs. We continually monitor our clients’ portfolios and strategically identify opportunities to take advantage of changes in the market.