A business financial advisor can help you avoid costly mistakes and maximize your business returns. How can a business financial advisor do this? Business professionals live busy (occasionally hectic) lives consisting of hundreds of meetings, client requests, sales...read more
Financial planning meetings are opportunities for both spouses to ask questions and confirm their financial plan. During a marriage, many of the household tasks are divided. Finances tend to be one of these tasks. One person takes care of them, and the other pays...read more
We put together a quick honey-do and tips list for February tax and romance deadlines. It may seem contrary to think of Valentines Day and Tax Day at the same time, but for financial planners, it makes perfect sense. Whether you are single or together with someone,...read more
We've put together some ideas for women to get comfortable talking about financial planning and investing. This is the first article in a series on Women Investors. Women face many unique challenges when it comes to personal finance and investing. One big challenge is...read more
For those who are compensated partially or mostly in equity - as opposed to simply earning a salary - it’s important to plan for vesting, exercise, and sale. The tax code regarding equity compensation is fairly complex. Which means stock options provide opportunities...read more
Let a financial planner show you the variables involved in selling your business. For many business owners, selling their business is one of the biggest financial transactions they’ll ever deal with. It’s an important decision that has significant ramifications...read more
A good financial plan is an important tool for a happy retirement. As you (now) know, a comprehensive financial plan is an important tool for a happy retirement and the ability to achieve your financial goals. It’s your road map to financial success....read more
Why is a comprehensive financial plan important? For most Americans, a common financial goal is retirement. It requires saving and planning over time. It’s a journey, not unlike climbing a mountain such as Mt. Everest. No one decides one day to climb the...read more
The new year is an exciting time— a time for a change, fresh starts, new beginnings, and different adventures. We have not only entered a new year but also a new decade, and with it comes rejuvenated energy to set off on the right track and reach your goals....read more
We would love to learn more about you.
In addition to our fee-only investment management services, Platt Wealth Management offers financial plans to answer your important financial questions. How close are you now to your goals and dreams? Where do you want to go? How can you get there?
Our four-step financial planning process is designed to be a road map to get you to your destination(s), while providing flexibility to adapt to changes along the route.
We offer stand-alone plans, or our full wealth management program that includes our investment management services. Give us a call today to set up a complimentary review at 619-255-9554.