At Defined Wealth Management, we know that no two financial journeys look the same. That’s why we offer flexible service models designed to meet you where you are today—whether you’re building wealth, already on your way to accumulating significant assets, or simply need guidance on any number of specific questions in your quest for [Financial Independence].

Portfolio Based [fi]

Our portfolio-based service model is a good fit for clients who want ongoing, comprehensive asset management and planning services that coordinate every aspect of their financial life. We act as your partner and guide, bringing clarity and confidence to complex decisions in your pursuit of [Financial Independence].

What’s included:

• Portfolio management aligned with your life goals and risk tolerance
• Retirement Planning, striving to make sure you don’t outlive your income
• Estate planning strategies to help protect and transfer wealth
• Tax planning to help minimize liabilities and maximize efficiency
• Insurance planning to safeguard what matters most
• Other Advanced Planning Services tailored to your individual needs

We believe this ongoing service model is best if you’re looking for a trusted advisor to handle both the big picture and the finer details of your financial future.

Building [fi]

(For professionals and others, building wealth)

If you’re a high earner still in the process of building assets, our subscription-based planning model offers the flexibility and guidance you need without requiring a large investment portfolio. We help you make the most of your income today while laying groundwork for long-term [Financial Independence].
What’s included:

• Cash flow optimization to balance saving, spending, and investing
• Asset and Risk Allocation in accumulating an investment portfolio
• Retirement planning striving to make sure you don’t outlive your income
• Education planning to support your children’s goals
• Estate planning strategies to help protect and transfer your growing wealth
• Tax and insurance planning for smart, efficient risk protection

This ongoing model is designed to grow with you—providing structure, accountability, and advice as your career and financial life evolve.

Project-Based [fi]

(For anyone with a specific financial question or need)

Sometimes you don’t need a long-term wealth management relationship; you just need clear, actionable advice on any number of decisions affecting your [Financial Independence]. Whether it’s evaluating a job offer, reviewing your investment strategy, or tackling a financial concern, we’re here to provide straightforward, expert guidance.
Examples include:

• Am I on track for my goals?
• Should I refinance my mortgage?
• How do I choose the right retirement account?
• What’s the best way to save for my child’s college?

Which Path Fits You Best?
No matter where you are on your journey to [Financial Independence] we have developed a service model designed to meet your needs. Whether you’re on the path of accumulating wealth, managing significant assets, or seeking clarity on a single decision, we’ll help you move forward with confidence in helping to define and meet your [Financial Independence] goals.

[Schedule a Consultation] to find the right fit for you.