What is financial planning?
Bringing the complexities of your financial life together.
Your financial life is impacted by the decisions you make. We build a foundational financial plan to help you make optimal decisions backed by data, not emotion.
Comprehensive financial planning evaluates each facet of your life. Whether you’re in the midst of your career, hit a life milestone, or are gearing up for retirement, Pure Portfolios can help. We create an easy-to-follow roadmap with clear and actionable steps to help make your dreams a reality.
Your financial plan is never a finished product. We update it every time we meet, ensuring your plan evolves when life happens.
Let's get started
This is where the magic happens.
- We’ll start by analyzing your assets, liabilities, income, and spending. We include everything; pensions, Social Security, Required Minimum Distributions, rental income, dividends, and capital gains, giving us a comprehensive understanding of your cash flows and tax profile.
- Your investments and financial plan go hand in hand. A portfolio without intention is just a list of investments. We’ll deliver a financial analysis based on your current fees, household tax efficiency score, risk metrics, and conflicts of interest layered into your portfolio.
- We help you understand how different life events may impact your financial situation. Whether you’re worried about a long-term care event, lower future returns, or running out of money, we run scenarios to identify and fill the gaps.
- We understand that everyone has different experiences that shape their view of money. We will help you understand your cognitive and emotional biases, so you can make optimal money decisions.
Sunday coffee reads
Unfiltered commentary. Simple language.
From the latest market trends to planning tips, our weekly newsletter includes podcasts, writings, and educational videos that provide a clear-cut, unbiased outlook to help you make better money decisions.