Services
Your desire for help usually starts with a question...
I paid a ton of taxes last year. What can I do now?
Can I afford that second home on the coast? Does it make sense?
I got a new job opportunity. Is it worth it? How do we make one salary work? Should I negotiate?
What’s our plan for Mom and Dad?
I got all this “investment stuff.” How do I know if what I own is right for me?
I am burnt out. Can I afford to take a sabbatical?
Services
Whether helping a client evaluate a quick decision or prepare for a big transition, the process typically begins with a question. We use our expertise to guide clients to solutions and strategies designed to create a sustainable financial future.
I paid a ton of taxes last year. What can I do now?
Can I afford that second home on the coast? Does it make sense?
I got a new job opportunity. Is it worth it? How do we make one salary work? Should I negotiate?
What’s our plan for Mom and Dad?
I got all this “investment stuff.” How do I know if what I own is right for me?
I am burnt out. Can I afford to take a sabbatical?
Focus Areas
Financial Planning
- One-Page Plan
- Opportunities & Blindspots
- Bringing it all together
Taxes
- Tax strategy
- Tax Return review
- Roth conversion opportunities
Investments
- Diversification
- Disciplined approach
- Right asset, right account
What We Deliver
Here is what you can expect from the Perennial Edge team:
- A collaborative, thoughtful, and proactive experience centered on you.
- A passionate, well-trained team responsible for day-to-day activities, such as scheduling and money movement.
- Guidance and accountability as your plan takes shape.