Financial Advisor

Financial planning built around your life.

You’ve established a rewarding career or promising business and you’re making a good income. Congratulations! Now it’s time for the next step: figuring out how the income you’re earning can best meet today’s needs while helping you fulfill your vision for tomorrow.

You probably have some financial savvy already – after all, you’ve built a great life doing something you love. Artisan Financial Strategies is your partner in filling the gaps, creating a strategic plan and ensuring your hard work leads to the realization of your dreams for the future.

Our financial advisor relationship starts with education; you teach us about the details of your life, your family and your goals. We reciprocate by showing you how to protect what you value and transform those goals into reality. From the fundamentals of investing and insurance to the nuances of estate planning and using a tax lens, we help you understand your options and evaluate strategies to maximize their benefit.

Next we review your existing accounts, insurance coverage and investment strategies from the standpoint of a fiduciary agent to begin building your comprehensive financial blueprint. Working collaboratively with your existing financial team, we spearhead the work to establish an estate plan and other key documents. If you don’t already have a trusted CPA or attorney, we provide referrals so that you can establish a relationship with these professionals.

Your planning process addresses a wide variety of issues that significantly impact your long-term wellbeing: portfolio allocation in your retirement plan at work, asset accumulation, account structure, balance sheet, tax positions, insurance needs, optimal risk level, estate planning and other important considerations. Once it’s complete, you’ll have a detailed blueprint that coordinates and helps you understand every aspect of your financial world, showing you how to leverage all your financial tools for the best outcomes.

But life doesn’t stand still, and we stay beside you as future opportunities and challenges arise. Each year we’ll have check-in calls and conduct a formal review of your blueprint, so together we can monitor your progress and refine strategies to reflect life changes. We’ll also identify projects for the year and keep everyone accountable for moving them forward.

You’ve done well for yourself. Trust Artisan Financial Strategies to help you make a good thing even better.