Because successful financial planning is an ongoing process rather than a single life event, Fiscalis Advisory works with clients in proactive, ongoing relationships.

Such an engagement entails an integrative approach driven by your goals and objectives, while placing particular emphasis on long term wealth protection, enhancement, and transfer.

This process creates a foundation for financial success that integrates the financial planning process into an ongoing implementation and update process, rigorously connecting and bridging your current situation with your vision and goals for tomorrow.

While everyone’s situation requires its own areas of emphasis, typical aspects of consideration generally include:

  • Personal goals discovery and development
  • Cash flow needs analysis
  • Social Security benefits maximization planning
  • Pension review and analysis
  • Functional asset allocation and personal risk capacity evaluation
  • Investment consulting and non-discretionary investment management
  • Access to the institutional investment strategies pioneered by Dimensional Fund Advisors
  • Tax planning and minimization
  • Ongoing, proactive consideration

Advanced planning to both enhance and protect your wealth, while also preparing for the transfer of assets to the next generation as efficiently as possible is also included.

This service offering is appropriate for those who value PROACTIVE advice, are serious about their success going forward, and are in a position to benefit from the value delivered by professional investment management.

Accepting the reality that everyone’s circumstances are unique, and must be evaluated accordingly, generally speaking, such engagements are ideally suited for those with collective investment portfolios in the range of $1 million or more.

Fiscalis Advisory also provides advice in limited projects, such as the Fiscalis Financial Review, and Fiscalis Financial Plan. Unlike an ongoing engagement, both of these projects provide varying levels of guidance, limited client-planner interaction, and no implementation assistance.