What We Do
We provide comprehensive financial planning and investment management to those we serve, allowing them to take control of their financial lives. Our role is to offer collaborative professional advice, while also serving as your advocate and accountability partner.
During the foundational phase of our work together, and throughout our relationship, we translate your complex financial decisions into an easy-to-understand action plan. The plan that we create is based on your unique values and goals, and on what success looks like to you.
We refine that plan year after year to account for the changes in your life, goals, needs and opportunities.
Please Note: Because we want you leverage all the tools that are available to you, and give your plan the best chance at success, investment management is required when working with Lucre.
Below are some of the areas that we cover, and what you can expect from our work together on them. The depth to which we cover each of them will depend on your unique situation, needs and goals.
Investments
Align your investment portfolio with your unique goals, risk tolerance and risk capacity.
Retirement Plans
Understand your retirement savings options and accounts, and how to best use them.
Tax Planning
Find opportunities to more efficiently keep and maintain more if your wealth.
Cash-flow
Gain clarity on where all your money goes, and how to better direct it to meet you goals.
Equity Comp
Gain clarity on how it works, and develop a strategy for how to best leverage it.
Employee Benefits
Make sense of everything your employer, or potential employer, offers in your comp package.
Life Changes
Guidance through life transitions, and their impact on your overall financial picture.
Get Organized
Know what you own and/or owe, and create order in your financial life, perhaps for the first time.