What’s your path?
Everyone’s path is unique, with different planning needs. No matter what stage of life you’re in, our multigenerational team brings you expert guidance to navigate complexity. We offer you two clear pathways to choose from.
The first pairs comprehensive financial planning and investment management, while in the second we partner in an investment management capacity only. The choice of scope is yours, a holistic wealth approach or an investment-centric one, both with a long-term view to more possibility.
Clarity isn’t something we deliver. It’s something we discover together.
Comprehensive Wealth Management
- Net worth analysis
- The foundation and blueprint for your financial life
- Emergency fund evaluation
- Cash flow analysis
- Goal funding and saving strategies
- Primary home/car purchase or sale
- Retirement planning
- Insurance review
- Tax review
- Estate review
- Risk tolerance assessment
- 401(k)/retirement allocation
- Behavioral finance approach
- In-depth cash flow modeling and long-term projections
- Cash flow tracking and analysis supported by Quicken or Monarch
- Complex spending strategies
- Debt strategies
- Advanced tax Planning & opptimization strategies with CPA
- Estate and legacy planning strategies, coordination with estate planning attorney
- Social security analysis
- Health care in retirement
- Long term care planning
- Caring for aging parents
- Compensation and benefits package review
- Sock options, stock grants, deferred compensation
- Education planning (self, private, college)
- Gifting
- Blended family finances
- Navigating divorce
- Loss of spouse
- Financial education for children
- Multi-generational wealth management conversations
- Investment opportunity review
- Small business owner strategies
Investment Management
- Account consolidation
- Fundamental net worth
- Goals and needs discussion
- Risk tolerance assessment
- Performance review
- Investment education & market updates
- Portfolio construction
- Asset class analysis and diversification
- Security screening and analysis
- Distribution planning
- Beneficiary review
- Higher touch for higher complexity
- Tax review or tax planning strategies, coordination with CPA
- Tax planning strategies
- Private investment analysis
- Investment property analysis
- Coordinating with trustees/trust partners
- Estate review and coordination
- Behavioral finance approach
Set your life up for living
Our Process
We partner with you for the long term to guide and support & adjust as your life path and needs change.
We execute the plan with sharp clarity to turn your aspirations and goals into reality.
We craft a clear and actionable strategic plan tailored uniquely to the life you want to live.
We make a-ha moments happen, where your opportunities and possibilities come into clear focus.
We uncover insights through in-depth fact finding and financial analysis.
We take time to understand your goals, sharing our ethos and way of working as your guide.
We take time to understand your goals, sharing our ethos and way of working as your guide.
We uncover insights through in-depth fact finding and financial analysis.
We make a-ha moments happen, where your opportunities and possibilities come into clear focus.
We craft a clear and actionable strategic plan tailored uniquely to the life you want to live.
We execute the plan with sharp clarity to turn your aspirations and goals into reality.
We partner with you for the long term to guide and support & adjust as your life path and needs change.
Let’s chat – we’ll grab the coffee
Partners
Extended support
Extended support
Grief counseling
Women's Collective
Youth wealth literacy
Retirement wellness coaching
Behavioral finance
Events
We believe life is meant to be lived, not just planned. That’s why we create thoughtful experiences that bring our clients and team together around shared interests, building knowledge, meaningful conversations, and new discoveries.
Saturday November 7th
3-7pm
Atlanta, GA
Moments to
The event was fun, educational and delicious! The Regimen Wealth team is more to us than financial planners, they are partners.
My wife and I enjoyed meeting other people that Ian helps with financial planning plus sample and share our our thoughts on several delicious cheeses and wines.
Thank you for including me in the special adventure last week. It was great to see all your staff in a less formal setting and to meet some of your other clients; what an interesting group.