Retirement Planning
With a solid and strategic retirement plan in place, you’ll be in the best position to make the most of your next phase in life. Nourish WM may work with you to develop a customized financial savings plan that aligns with your goals, values, and lifestyle. To help you reach your retirement goals, we may:
Insurance
Navigating insurance options can be tricky without objective guidance from financial specialists who are looking out for your best interest. We may work with you to:
Tax Planning
We can help optimize the tax impact of your financial plan by coordinating with a qualified tax advisor/CPA for proactive planning. To develop your proactive tax plan, we may:
Estate Planning
Estate planning can ensure that you and your loved ones are prepared in the event of your incapacitation or death. A plan provides guidelines for making healthcare decisions, carrying out legacy wishes, and distributing assets. It can also reduce the taxes, fees, and court costs incurred by you, your estate, and your family members. To help you and your family with this process, we may:
Investment Management
We can design an investment portfolio that is sustainable, responsible, and sensitive to your personal values. Once we understand your objectives, we may:
Cash Flow Management
It’s not always easy to keep track of every purchase and expense while engaging in an active and dynamic life. We can help you manage your cash flow and keep you on track to reach your financial goals by:
Education Planning
Higher education is often one of the largest expenses that a family faces, and with tuition increasing year after year, it makes sense to start planning as early as possible. Working together, we can:
Small Business Planning
There’s a seemingly endless list of tasks and decisions to make when running a small business. Let us help with some of the financial details to create a strong financial foundation for your business. We can: