Gold Individuals

Individuals work with Eve and her team to improve their financial futures by tightening their budgeting, insurance coverage, estate planning, education funding, cash flow and investments. Individuals have access to our Dimensional Fund Advisors portfolios calibrated to client risk tolerance and goal attainment needs. We work on a comprehensive 54 point check-list of services to get our clients on track and keep them there.

We hold ourselves and our clients accountable to implement their plans so they have the highest probability of achieving their goals.

The 54 point check-list includes:

1. Annual update of their Financial Road Map® and work on their Greatest Probability Strategy – a client’s personal “GPS.”
2. Progress reports and updated action checklist to measure and benchmark progress.
3. Investment management in low cost, high quality Dimensional Fund Advisors mutual funds.
4. Income tax filing and annual tax projection work (to minimize taxes) by a CPA.
5. Estate planning review.
6. Cash reserves and debt management analysis.
7. Estate planning work (with a qualified estate planning attorney).
8. Education planning (if relevant).

We help clean up and complete fragmented or partially implemented plans.