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It’s about all the things you want to do with it.
Maybe you want to take a year of relaxing travel after a lifetime working late nights. Maybe you want to build a new wing for a children’s hospital, restore classic cars, or just make sure your grandkids get a good education.
Moffatt is the financial concierge to help get you there.
We take the time to dig deep.
We like to spend extra time, even extra meetings, talking with you, going beyond mere assets and liabilities to understand the way you think; building not just your full financial picture, but your full life picture.
- This helps us determine what kinds of financial strategies will actually give you peace and excitement about the future.
- You’ll have time to better understand us and your options, so you have clarity and confidence in your decisions.
- We actually walk you through implementation in the meetings so you have less to do later.
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Experience our DREAM planning process.
D – Define your goals. We do more than just ask what you want. From visual exercises to analyzing where you’ve prioritized and invested before, to talking through what makes you excited and what makes you nervous, we’ll identify not only where you want to go, but also the path you’ll feel confident to get there.
R – Realize your current position. We’ll look at all your assets and obligations, identify risks and opportunities you may not have been aware of, and draw a detailed picture of the launch pad for your next chapter.
E – Engineer a plan. We’ll draw from our extensive resources and expertise to chart a course.
- We have particular expertise in exit planning for business owners and will incorporate that consideration into your plan from the very beginning.
- Rather than pushing proprietary investment funds, we have direct access to hundreds of portfolio managers, so we can craft a plan that not only meets your goals but also aligns with your values and interests.
- We’ll act as the central coordinator across your team of estate attorneys, CPAs and more, and can recommend any you need from our own trusted network.
A – Action to achieve your goals. After working with us, you’ll fully understand your options for confident decision-making that will culminate in an easy-to-digest, one-page action plan.
M – Monitor results. Financial strategies aren’t one-and-done. This is an ongoing partnership to proactively monitor your plan and recommend optimizations to stay aligned with your goals.