We take on the role of CFO for our clients, providing impartial oversight and customized solutions to address complexity, financial project management, and decision fatigue.
Your Personal CFO
We all have many questions
Our firm is here to help answer the questions we all have about managing our wealth.
- Am I going to be okay financially?
- What does financial freedom look like and when can I expect to achieve it?
- Are my financial goals attainable, and if not, what steps can I take to achieve them?
- How can I ensure that I qualify for Qualified Small Business Stock (QSBS) for my founder stock?
- Is it possible to receive additional QSBS benefits beyond the current exemption, and if so, how?
- What other strategies can I use to reduce my tax burden?
- How much should I consider selling in a secondary transaction, if at all?
- How can I balance my liquidity needs with my startup equity, and what factors should I consider?
We all have many questions
Our firm is here to help answer the questions we all have about managing our wealth.
- Am I going to be okay financially?
- What does financial freedom look like and when can I expect to achieve it?
- Are my financial goals attainable, and if not, what steps can I take to achieve them?
- How can I ensure that I qualify for Qualified Small Business Stock (QSBS) for my founder stock?
- Is it possible to receive additional QSBS benefits beyond the current exemption, and if so, how?
- What other strategies can I use to reduce my tax burden?
- How much should I consider selling in a secondary transaction, if at all?
- How can I balance my liquidity needs with my startup equity, and what factors should I consider?
Navigating the financial white waters
We effectively guide our clients towards their desired outcomes by first clarifying their goals, objectives, and optimization criteria. With many tax, estate planning, and investment options available, the choices can frankly be overwhelming. We start by gaining an understanding of our clients’ larger aspirations, values, and visions. Once we understand these, we can then eliminate options that do not align with their personal needs and priorities. This goal-focused process streamlines decision-making and enables us to identify, address and avoid inconsistencies over time. Your wealth management plan is always accountable to you.
Navigating the financial white waters
We effectively guide our clients towards their desired outcomes by first clarifying their goals, objectives, and optimization criteria. With many tax, estate planning, and investment options available, the choices can frankly be overwhelming. We start by gaining an understanding of our clients’ larger aspirations, values, and visions. Once we understand these, we can then eliminate options that do not align with their personal needs and priorities. This goal-focused process streamlines decision-making and enables us to identify, address and avoid inconsistencies over time. Your wealth management plan is always accountable to you.
Taking a holistic view
In our industry, numerous individuals present themselves as wealth managers, yet in reality, they often function as disguised investment advisors. However, at Proper Wealth, we go beyond solely managing your investment portfolio. Our comprehensive approach encompasses a thorough analysis of your complete financial landscape, including investments, tax strategies, estate planning, budgeting, spending habits, and more. By harmonizing all these facets of your finances, we create a unified and integrated picture to ensure your financial well-being.
We assist clients by:
- Acting as a guide to navigate financial complexities
- Coordinating the hiring of key advisors
- Discussing tax reduction strategies
- Reviewing QSBS strategies and secondary sale analysis
- Providing balance sheet oversight and guidance
- Leading a robust financial planning process
- Budgeting and spending analysis
- Tailoring investment strategies to align with financial plans
- Ensuring accountability to goals and objectives
- Following up to ensure implementation of recommendations
Living our best lives
We all want to live our best lives by having the confidence to enjoy our wealth over time. Our philosophy is that wealth management is more than just saving to grow our wealth for some future date. It’s being able to have the capacity and peace of mind to invest in the experiences and pursuits that make us happy throughout our lives.