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5 Ways to Build Wealth With a 1031 Exchange
Cash on hand is key when buying and selling real estate. The
December 7, 2024
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We don’t believe in a set-it-and-forget-it financial plan. We have created a proactive and engaging process that keeps you in alignment with your unique goals and values. Together, we’ll adjust your plan as life changes.
Through our Elements® approach, we leave no stone unturned in the creation of your financial strategy. We’re able to consistently monitor your financial life with a 360° view of everything that could impact your goals.
We genuinely care about helping you gain clarity around what you want out of your day-to-day life, and how you want your future legacy to look. Our mission is to help you define those key things and help you get there.
Elements® is a unique, modern financial planning platform that Frame Wealth Management leverages on behalf of our clients in four easy steps:
Together, we’ll gather and organize your financial information upfront.
Then, our app will help keep your data up-to-date with prompts when things get stale.
We’ll regularly analyze your financial health scores to identify ways to help you improve.
And each month we’ll deliver a report through our app that highlights all the progress you’ve made.
We’ll use your performance summary and progress report to help you decide if any adjustments should be made to your plan.
We’ll share recommendations with you by email, Zoom video meetings, or phone.
Click Each of the Elements® Below to Learn More
We address your financial health on a monthly recurring schedule, ensuring that we can touch on the foundational Elements® of your financial life month after month, year after year.
It’s been a wonderful and amazing journey. One that keeps me filled with passion for my clients and career each and every day. Click below to learn all about it…
The Elements® approach is a modern method that moves away from traditional 90+ page financial plans. Instead of focusing on a static document, it emphasizes ongoing, proactive financial planning. This approach allows us to track key financial health indicators through an intuitive app, helping clients make continuous adjustments as life changes.
At Frame Wealth Management, financial planning is an ongoing process. We review your financial health scores regularly and provide monthly progress reports through our app, allowing us to make any necessary adjustments as your situation evolves.
We focus on holistic, actionable financial planning rather than simply selling products. Our Elements® approach ensures that all aspects of your financial life are considered, from taxes and cash flow to estate planning and investments, with a focus on constant course correction.
We integrate estate planning into our financial planning process, recognizing its importance both during life and at death. Unlike many advisors who only suggest a will, we ensure that your estate planning needs are fully addressed and aligned with your broader financial goals.
Taxes play a critical role in wealth accumulation, and at Frame Wealth Management, we focus heavily on tax strategy. By analyzing your tax situation as part of our Elements® approach, we help you save money on a day-to-day, month-to-month, and yearly basis.
To get started, you’ll download the Elements® mobile app and work with us to input your financial accounts and information. We’ll then create a one-page action plan tailored to your needs, and engage with you at least quarterly to track your progress toward achieving your financial goals.
Cash on hand is key when buying and selling real estate. The
If you have extra money to invest but want to ensure that
Health savings accounts (HSAs) allow investors with a high-deductible health plan to
Frame Wealth Management LLC is an investment adviser principally registered in New York and California, and registered or exempt from registration in other states as applicable. Nothing presented on or through this page is intended to be personalized investment, tax, legal, accounting, or any other professional advice. To the extent this page includes content related to investment, tax, legal, or accounting matters, such content is expressly for general information purposes and should not be relied upon for any decision-making. Investment, tax, legal, accounting and other professional advice is specific to each individual and entity, and you should consult with a professional advisor to receive such personalized advice.
Nothing contained on this page should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. To the extent any security or other financial product or investment strategy is referenced or discussed on this page, you should understand that past performance is no guarantee of future returns and that investing in any security or other financial product or investment strategy can result in the partial or complete loss of principal. Investing involves risk that you as an investor should be prepared to bear.
The Elements(R) application and associated digital tools are designed and developed by Elements Technology, Inc., an independent and unaffiliated third-party software company. Elements(R) is used under license from Elements Technology, Inc.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.