Financial life planning for the explorer living out their bucket list.
Planning your wealth on purpose so that you can pursue your great adventure now.
Where is your financial finish line and how will you know when you have crossed it?
Sound financial plans coordinate across all points of one’s life. They are as efficient as possible and minimize economic impacts like taxes.
Process Driven Financial Planning
We learn your deepest values and heartfelt goals and plan accordingly. Our process uncovers where your personal and financial lives intersect. You want a life of significance, we guide you there with our Financial Life Planning process.
Goals Based Strategies
Would you ever start a trip without a route or destination? Would you venture into the wilderness without a compass or a guide?
Success starts first with knowing where you’re going, your goal. It requires a means to get there, and the tools to do so efficiently, like a compass and a map. Even with the tools, an experienced guide is key to understanding the landscape and avoiding potential perils or pitfalls.
From Success to Significance
Purpose and financial freedom start with planning. We plan for your success, moving your financial life from success to true significance, so you can invest in what matters most to you.
Your Personal Money Trail Guide
Technology to Guide Performance and Perspective
At Ridgeline Wealth, our services center around a set of core financial planning values:
Financial planning, at its heart, is about stewardship, the supervision and care of your resources.
Your values should inform your financial decisions.
We all should pursue significance and purpose as much as, if not more than, success.
A deep integration of annual finance and tax planning ensures efficient and effective financial plans.
Financial planning is a goals-based activity. We help you accomplish your life goals rather than simply achieve certain investment results.
A total-return approach should be indifferent to whether cash flow comes from capital appreciation, dividends, income or other sources.
Planning exercises should be realistic. Future returns from capital markets may be modest by historical standards.