Services

Helping You Build Wealth More Efficiently

Maple Street combines financial planning and investment management as one service to help our clients build wealth. Maple Street is a fee-only financial advisor and does not sell products or receive commissions.

At a high level, our services cover:

Financial Planning

• Clear picture of your net worth and finances
• Cash flow optimization
• Tax optimization: 401(k), SEP IRA, Solo 401(k), 403(b), 457, cash balance, roth IRA, traditional IRA, HSAs, 529s, incentive stock options
• Financial projections and scenario analysis

Wealth Management & Investment Management

• Align client’s investments with their objectives
• Asset Allocation (Mix of stocks, bonds, and alternative investments)
• Invest in profitable and durable companies.

Working Together

The first step is a conversation to allow us to begin to understand your situation, your needs, your goals, and your preferences. It’s also an opportunity for you to ask questions about Maple Street.

We will undergo a thorough analysis of your finances, including your assets, liabilities, net worth, income, expenses, savings, and current financial path. We will then present a draft financial plan with suggested improvements and will work with you to make improvements, define your financial objectives, and select an investment strategy.  

Implementation is next. This step involves opening investment accounts at Interactive Brokers LLC, transferring assets, and making contributions. All applications and transactions can be completed online. If not in person, we’ll guide you through the steps virtually.  

After implementation is complete, ongoing management begins. You’ll have access to a personal dashboard to view and track your finances in one place. Our meeting schedule is at your discretion. We recommend meeting twice a year to update your draft plan and review your investments, usually in the spring and fall, but some clients are satisfied with one meeting if little has changed. In between, we are always available to answer your questions.  

We’ll focus on your finances and investments so you can focus on your career and your life.