Financial Planning

Finding a fiduciary financial advisor you feel comfortable with and who can help you strategically build wealth while reducing your stress is tricky. We are here to help you do just that.

If you’re like many Maple Street clients, you have few debts other than a mortgage and perhaps some student loans. You have a solid income and your cash balance keeps building, but you also suspect you could be managing your finances better. There are many factors to manage and optimize, from liquidity, to cash flow, savings, account types, taxes, and investments, just to name the major items.

That’s where we can help by providing:

  • A clear picture & strategy for your finances
  • Cash flow optimization
  • Tax optimization: 401(k), SEP IRA, Solo 401(k), 403(b), 457, cash balance, roth IRA, traditional IRA
  • Improved decision making for your goals

Fiduciary Financial Planning Is a Smarter Way to Create Wealth

The knowledge gained from financial planning influences how your investments are invested. Factors such as time horizon, liquidity needs, and preference influence investment decisions. As your financial situation changes, we adapt your investments to you. For example, if your liquidity situation improves, you can designate more savings as “long-term” money and allocate more investments to equity securities with higher expected returns than bonds or hybrid securities.

See Your Finances Today and Projections for Tomorrow

Once a plan is developed, you can see all your financial information 24/7/365 in your client dashboard.

Example reports you can see:

Balance sheet shows your assets, liabilities and net worth.

Screenshot of a fiduciary financial planning software showing projections and breakdown

Decision center allows you to input scenarios and plan for the future.

Example financial chart shows wealth growth over time.

The cash flow statement shows income, expenses, savings and their impact on investment portfolio growth.

The savings page shows where your savings are going and can be used to track your savings rate.

The example above is for illustrative purposes and not tied to an actual client.

Want to See if We Can Help?

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Investment Approach

Learn more about the investment principles that guide my approach and why I adhere to them. See Details.

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About David

Learn more about my background, Maple Street and how we got here, and where we are going. Read Profile.