Financial Planning
For Individuals and Families Building Toward Their Financial Goals
Financial planning is not a one-time transaction; it is an ongoing, disciplined process. I utilize MoneyGuide to develop a comprehensive, goal-based financial plan tailored to your objectives, resources, and risk tolerance. The technology allows us to model various scenarios and make informed decisions with clarity and structure. However, the foundation of effective planning extends beyond software. Through regular review meetings, I gain a deeper understanding of your evolving priorities, family dynamics, business interests, and long-term vision. As circumstances change, your plan is refined to remain aligned with your life. The result is a thoughtful, continuously updated strategy designed to provide clarity, confidence, and direction over time.
For Those Nearing or Enjoying Retirement After a Lifetime of Hard Work
Retirement Income Planning is especially important for individuals and couples who are 5–10 years from retirement or currently navigating retirement. After years of hard work and disciplined saving, this helps you make the most of what you’ve built.
What You’ll Receive:
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Four comprehensive planning sessions tailored to your retirement goals
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Guidance on income distribution, tax efficiency, Social Security timing, Medicare options, and long-term care planning
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A customized, documented retirement strategy that’s yours to keep—regardless of whether you move forward with ongoing advisory services
Planning Fee Waiver: For clients who choose to have Starling Wealth Management manage $250,000 or more in assets, the planning fee is waived.
You’ve earned it. Let’s harvest wisely.
For Those with Complex Needs, Unique Goals, or Generational Impact in Mind
Financial Planning focused on estate planning is designed for clients with advanced planning needs—whether navigating a large estate, managing a special situation, or creating a lasting impact for future generations.
This approach is ideal for:
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High-net-worth individuals and families
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Business owners navigating succession or exit planning
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Clients requiring trust, estate, or charitable planning
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Families with special needs considerations
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Anyone seeking a customized, high-touch planning experience
What You Can Expect:
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A tailored planning process built around your goals, concerns, and family dynamics
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Coordination with estate attorneys, CPAs, and other professionals as needed
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A deep, strategic partnership with clear deliverables and actionable steps
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A focus not just on wealth preservation—but on purpose, confidence, and long-term
clarity
Planning Fee Waiver: In many cases, clients who engage Starling Wealth Management to manage $250,000 or more in assets will qualify for a planning fee waiver. Final terms are determined based on scope and complexity.
Your story, your values, your legacy—crafted with care.