Menu
Holistic financial planning. Tax planning. Estate planning. Investment management. All in one firm.
It’s time to move from a 90+ page “financial plan” to holistic, proactive, constant financial planning. “The Plan” to “Planning”.
For too long, financial planning has consisted of advisors giving 90+ page “financial plans” to clients that project their supposed likelihood of retiring comfortably. These plans are long, rarely actionable, and (frankly) exhausting.
You’re busy. You don’t have the time to look at “the plan” and wade through a novel about what your financial life will supposedly look like in 30 years. Plus, how does “the plan” hold up when tested against unexpected life events (having kids, COVID-19, career pivots) that make “the plan” all but worthless?
By taking an Elements® approach to financial planning, we’re able to see where you are now, plan where you need to go in order to accomplish your goals, all the while constantly course correcting as life twists and turns.
And you get to be an active participant in this journey, as you’ll hold the Elements® in your pocket via an easy-to-use and intuitive app.
It’s an ultra-modern approach to financial planning, one greatly different than 90+ page financial plans that have historically held little value to clients.
Click Each of the Elements® Below to Learn More
Elements® is a set of financial indicators that give us an overall view of where you are now in the key areas of your financial health. These measurements help us to answer questions like:
We’ll examine your Equity Rate, Estate Status, and Insurance Rate.
Let’s put your Savings Rate, Burn Rate, Debt Rate, and Tax Rate under the microscope.
We’ll examine your Liquid Term, Qualified Term, Real Estate Term, and, for business owners, Business Term.
This is why many of you are here after all. Let’s map out a route to a place where work is optional for you.
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.
I’m passionate about helping legacy-minded families create actionable financial plans that don’t give them a headache (or end up in a desk drawer, ignored).
As Frame Wealth Management was coming into being, I didn’t want to just be another person who called themselves a “financial advisor”, I wanted to walk the walk. So, I studied and earned my CERTIFIED FINANCIAL PLANNER™ designation as well as my CPWA® designation – two of the most respected designations in the financial services industry. Now I help guide my clients to build a strong foundation and to create a proactive strategy that allows them to live into their true values.
At Frame Wealth Management, we believe that financial planning should be an ongoing process. As we identify and make progress towards the things that are important to you and the goals you want to achieve, Elements® helps us understand and track that progress, making sure we’re doing so in a healthy way.
By measuring and tracking these areas of your financial health, we can quickly see where adjustments need to be made, allowing us to be more decisive and deliver recommendations proactively. It’s a beautiful and virtuous cycle.
You’ll start by downloading the Elements® mobile app and we’ll work together adding your financial accounts and other financial information. After your profile is complete, we’ll assess how you’re doing and start creating a one-page plan of action with you. Once we’ve taken care of the important and urgent things up front, we’ll engage with you at least quarterly to track your progress toward increasing your net worth and accomplishing your goals. You can also expect to receive monthly progress reports from us on the different Elements® of your financial life.
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.