Financial Planning and Wealth Management | Amethyst Wealth Planning

Aligning your wealth planning with your values

Fee-Based Financial Planning

Our approach integrates financial planning and the psychology of money to help create a clear path forward.

Wealth Management

Portfolio strategies are developed with consideration of your objectives, time horizon, and any expressed preferences, including values-based considerations.

Risk Management

Insurance is designed to help protect who and what is most important to you. We offer solutions within your holistic financial landscape.

Legacy Planning

We create tax efficient strategies to leave a financial legacy. We facilitate intergenerational conversations about wealth and stewardship.

Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

A Look into Our Process

At Amethyst Wealth Planning®, our Financial Planning encompasses a comprehensive approach:

Step 1: Envisioning
We dedicate focused time to understand what is important to you and co-create goals that support your ideal abundant life.

Step 2: Analysis of Current Plan
Our team analyzes your current financial landscape that includes a cash flow analysis, investment and risk management analysis. We identify its strengths and uncover opportunities for growth and efficiency.

Step 3: Financial Roadmap
A written plan that addresses your unique objectives that is supported by our financial planning software. It includes investment planning, retirement and education planning, tax strategies, risk management, and estate planning.

Step 4: Stepping Stones
We develop an action plan and timeline for you to effectively grow and protect your wealth.

Step 5: Implementation*
Our team has a wide range of expertise in wealth management to grow your portfolio and implement risk management solutions.

Step 6: Ongoing Advisory
Access to an advisor team for accountability, partnership, and support.

* Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.