It Begins With Enhancing Your Clarity and Confidence
Our plans are developed to be proactive and mindful of your unique financial goals. We fulfill our commitment to your ongoing needs. In doing so, we hope to help you prepare for any milestones you may encounter while preserving your financial future.
Organization
We will help bring order to your financial life, by assisting you in getting your financial house in order - at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow.
Accountability
We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take and regularly review your progress towards achieving them.
Objectivity
We bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information and managing and disclosing any of our own potential conflicts of interest.
Proactivity
We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming and creating the action plan necessary to address and manage them ahead of time.
Education
We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions and explaining the options and risks associated with each choice.
Partnership
We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission) and offer transparency around our own costs and compensation.
At DeMore Wealth Management, LLC, we offer the advantage of working with a team that ultimately has your best interests in mind. With a clear implementation process, our strategies are designed to strengthen your long-term financial independence.
Our Approach
Our relationship will begin by having an introductory conversation to understand what you are looking for and what you hope to achieve.
As we mutually decide to move forward with the planning process, we will develop our recommendations by analyzing how your income, expenses and investment portfolio interact with your taxes.
We will communicate our recommendations through a financial action checklist, containing items to address now and in the future.
By implementing a strategic plan to enhance your finances, we hope to help maximize efficiency on your path towards wealth creation, preservation or transfer.
Ready to Get Started?
As a firm, we’ll work with you over time to help you develop beneficial financial habits that will benefit you in the long run. From tax preparation to comprehensive planning, we can help guide you to where you want to be.
