Discovery Meeting
You get to know us, and us you. A deep dive into your financial and personal goals helps us develop a plan suited to who you are and what you want.
Financial Plan Meeting
We deliver a rough draft (current path) and compare to professionally designed path, we spend time discussing investment options and what money means to you
Risk Meeting
We walk through how life can change your goals and set you back. We provide professional advice on how to best reduce those risks.
On Going Support
We provide white glove support!
We call third parties and wait on hold so you don't have too. We attend meetings with your Accountant and/or Estate Planner, to provide clarity and understanding.
Who We Help
Our clients are ready to act on their financial goals:
- Pre-Retirees: Optimize savings and plan for a comfortable retirement.
- High Net Worth Individuals: Manage complex portfolios with holistic strategies.
- Business Owners: Align personal and business finances for growth.
- Young Professionals: Save for homes, weddings, or early investments.
- Families: Build wealth while planning for education or homeownership.
Our Services: Tailored to Your Needs
We offer comprehensive planning to meet your specific financial objectives:
- Retirement Planning: Plan for your future with customized savings and withdrawal strategies.
- Wealth Management: Help in the pursuit to grow and protect your assets with tax efficient portfolios.
- Tax Planning: Help enhance deductions and limit taxes with experienced guidance.
- Estate Planning: Safeguard your legacy with trusts, wills, and succession plans.
- Specialized Needs: From stock options to inheritance, we handle complex situations.
No portfolio minimums: We work with clients of all wealth levels to make planning accessible.
Comprehensive Financial Planning
We focus on you and your family. Not just your portfolio. Your financial health is more than markets and returns. It's about you, your family and your priorities at every stage of life. Along the way, you will have questions and Jakob's Wealth Management will be there to answer them.