ShankerValleau 360°- Visualizing your Goals and Objectives
What are your hopes for 2022? What are your dreams for the next 10, 20, or 30 years? Do you have a vision for your family beyond your lifetime? While these questions may not seem related to your financial life, they should be at the core of every financial decision you make. At ShankerValleau, we tailor wealth management to your life’s goals and your timeline. When making decisions about your financial life, your goals can be broken down into two categories – short-term and long-term. Short-Term Goals What do you want to accomplish soon? Examples of short-term goals are purchase …
ShankerValleau 360° – A Holistic Approach to Your Financial Life
A fresh new year is a great opportunity to tend to your financial life. The peace of mind that comes from knowing your life is built on a solid financial foundation is invaluable. But, where should you begin? Over the next year, we will provide insight into ShankerValleau’s holistic approach to wealth management. As we give you clarity into our process, we hope you will learn strategies to implement in your own life and pitfalls to avoid when building your solid financial foundation. Your Goals Our approach begins with your unique goals and objectives. What are your hopes and aspirations? …
Tax-Wise Financial Planning
ShankerValleau provides a unique and powerful combination of financial planning and tax services, with both CFP® professionals and CPAs on our team. Although it may seem a natural fit, few financial advisors are, or work closely with, CPAs. And this is surprising, because a strong, tax conscious financial plan is vital to a healthy financial life. Whether you’re building, preserving, or spending your wealth, tax-planning remains integral every step of the way. Each financial move you make can and should be leveraged for tax efficiencies. Better still, a seasoned tax-planning professional can combine these parts into an integrated whole as …
