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Financial Planning for Families

We Are a Tight-Knit Family Who Cares Deeply About Yours

We understand the critical importance of family and getting things right. Working together, we always bring attention back to your family. We start by getting to know your family structure and dynamics, so everyone has a voice. We conduct a deep discovery on your goals, as well as the objectives for your children, grandchildren and dependents. We help guide you through life events, setting milestones, and letting you know where you stand. You gain the ability to ask questions and focus the direction on where you need to go.

Financial Planning for Families

When your professional life takes off and you are balancing family care and finances, you need stability and sound advice. Growing families don’t always have the time or attention it takes to properly oversee finances and investments. We cater to all parties in your household and bring transparency with customized family-centric solutions. We stay disciplined to what is always best for you and your family’s goals.

Multi-Generational Family Planning

Families have lineage. The financial and life decisions you make today can have an impact on future generations and your long-term stability. Working with mature families, we help you manage personal and family finances, while putting a date to retirement and other important goals. We help you act as a sounding board and counselor for other family members who have money questions, helping them stay on track. We provide a low-key approach for children and grandchildren to get to know us to help guide their personal decision making.

We help you preserve your wealth and legacy beyond financial planning. We do so through life planning. We work with the key advisors in your life, so you don’t always have to be the intermediary.

Family-Owned Businesses

We empathetically know your business journey. Total Wealth Planning has traveled the same family business road and can provide you knowledgeable, first-hand expert guidance. When business owners get “too busy” or don’t know where to start, they can put off doing what’s best for themselves, their family, and their loyal employees. It’s been our experience – and our professional opinion – that it all starts with a deep discovery of your objectives and a comprehensive financial planning process to get things done.