Wealth Management
At AtwoB, we provide Financial, Investment and Tax Planning services under one roof with an integrated approach to managing your big picture. The coordination of these services allows us to potentially add value and efficiencies in ways that may not be obvious for those using multiple service providers that never talk to one another.
In our view, “personal financial planning” needs to start with the personal for the financial to be most impactful. Your F.R.I.D.A.Y.™ is the personal aspect of financial planning - the who, what, when, where and why of your life.
Family & Friends, areas of Recreation, and individual Interests that bring you enjoyment today are focused-on first. From there, we’ll explore the practicality and satisfaction that you derive from your Day Job, as a source of both financial resources and day-to-day fulfillment. We’ll concurrently explore future Aspirations like planning for retirement and college needs along with other wants and wishes. The final step in the framework is to balance and align Your Values in a way that gives you control of it all.
