NAVIGATING YOU ON YOUR JOURNEY TO FINANCIAL FREEDOM
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You can’t change the direction of the wind, but you can adjust the sails.
Every clients situation is different and our first approach to financial planning starts with knowing what is truly important to you, your family, and the life you dream to live.
The goal is not to sail the boat, but rather to help the boat sail herself.
– John Rousmaniere
Our Services
Whether you’re starting out or somewhere mid-journey, you deserve both a reassuring financial plan and an innovative investment strategy.
Income Planning
To start the Nautical Planning Approach, we evaluate your current income situation & expenses to ensure they are sustainable for your life.
Healthcare Planning
Understanding the healthcare system can be overwhelming. Whether you are trying to retire before Medicare, on Medicare
Investment Planning
Depending on your risk tolerance and risk capacity, we’ll create portfolios that are customized to your overall financial goals.
Legacy Planning
By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit.
Tax Planning
The main goal of our tax planning is to generate more tax diversification. This means that we’ll assess your current tax liability.
Many pieces, one plan
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more.
Podcast
French Capital Planner
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Risk Tolerance Assessment
Risk Tolerance Assessment
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