A New Way To Grow And Preserve Your Money
"Helping people avoid making mistakes with their money....that's why I became a financial advisor and as a fiduciary it's at the center of everything I do."
-Drew Stotler, A.A.M.S. ®
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What is Wealth Management?
There’s some mystique as to what wealth or wealth management is. Wealth management can mean different things to different people.
I believe wealth management means using a consultative approach to identify your most important goals, then developing strategies using money and other financial instruments as a tool to achieve those goals.
Simple enough, right? Well, to put it simply: I help people avoid making mistakes with their money.
Here’s how I think about wealth management:
If you're finally ready of putting this off...Click here and LETS. GO.
My Early Lesson About Money
Money is a powerful tool if used wisely. When I was 13, my dad was shot in the head by an intruder that broke into his house. Somehow he lived, but he wasn't able to return to work and he did not qualify for disability. He had to start surviving on his nest egg IN HIS 40's!
I learned at a young age how short and unpredictable life can be, but that you could use money as a tool to plan for the unexpected, while also pursuing your most important goals.
Over nearly two decades of experience in financial services, I've evolved and adapted a process that puts all of the pieces of the financial puzzle together.
I call it Dynamic Foundational Financial Planning, and it's a new way to pursue financial confidence.
If your ready for a free introductory session call 636-587-0026 or just click here.
Starter Plans
We've got several options if you're younger and just starting out on your financial planning journey. It pays to start early so that you can make minor adjustments over time instead of big, sweeping changes.
Great for those:
- Young families that are just starting out
- Want to follow a process to build wealth
- Don't have a lot of complexity just yet
- Prefer to pay monthly or quarterly subscription style fee
- Need help with debt, budgeting, investing, college savings, etc.
- Great for business owners and families
- Costs vary based on what you need, please inquire below
Advanced Plans
If you've already built your wealth, and you're ready to either delegate the management of it or you want to hire a trusted parter to help you preserve your wealth, we've got several options.
Great for those:
- Are approaching retirement or recently retired
- Need to consolidate accounts and get organized
- Have complex needs like estate planning, income planning, etc.
- Prefer to delegate and automate some of their financial life
- Are ready to stop doing it alone
- Great for business owners and families
- Costs vary based on what you need, please inquire below
Dynamic Foundational Financial Planning
We start with your distinct situation and work from there. Your financial plan is customized based on where you are now and what you want for the future.
What to Expect
When you become a client, we get a lot done quickly. But it doesn’t end there. I’m continually reviewing your plan to make sure you’re covered now and in the future.
This timeline serves as an example and can be adapted to fit your needs.