Broker Check

Financial Planning

Our firm collaborates with our clients to develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website to see how we may align to help you achieve your goals. We strongly believe in educating our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

How our approach is unique and we put your family at the core of everything we do:

  • We bring new thinking to wealth creation while helping to reduce your income and estate taxes
  • We collaborate with your other advisors as your family CFO
  • We act as your advocate to help ensure your family’s financial success and well being
  • We view our clients relationships as a partnership, taking the time to understand and together, make purposeful financial decisions

We understand the challenges of retirement today and know the biggest concern for many is preparing for a fulfilling retirement, not outliving their money and protecting loved ones. Through our collaborative planning process we address the issues that are most important to you, including money management, risk management, proper titling of assets, tax aware strategies as well as other issues that are critical to your family's financial well being.

Our Approach to Financial Planning:

Client Centered
  • 1. Discover

    Let's get to know each other and determine if we're a good fit for an ongoing partnership. We'll discuss your hopes, dreams, and financial goals for the short and long-term. Ask us anything about our services, philosophy, process, or fees - we're here to help!

  • 2. Gather

    We'll review your current financial situation and learn more about your vision for the future. We'll discuss your risk tolerance and any other important factors that could impact your financial plan.

  • 3. Clarify

    We'll prioritize your goals and establish a solid foundation designed to lead to success down the road. We break down your goals for the short, medium, and long-term, then prioritize. We need to be sure we are speaking the same language and clarify we are on the same page as we go. 

  • 4. Develop

    We'll create a personalized strategy to help you pursue your goals. We'll take into account your budget, cash flow, taxes, investments, insurance, and estate planning needs.

  • 5. Implement

    We'll implement your chosen solutions together and make adjustments as needed.

  • 6. Continued Partnership

    We continue to guide, support, and adjust course when needed. We will review your goals and objectives to help ensure you stay on course, add and adjust goals, and keep you on track through everything life brings you.

At Belay Wealth Partners, we believe strongly that we are here for more than just helping you achieve financial success. We are here to help you build a plan to be able to live the life you want to lead and protect what matters most. Our approach clarifies and organizes your vision around your values, while we support and guide you along the way. 

Depending on your current stage in life we offer services to partner with you along your route.

What Level of Service is Right For You?

    Base:      Building Investment Foundation

    Base:      Building Investment Foundation


For clients who want guidance establishing good habits and making wise financial decisions regarding their wealth.

We provide an annual investment review  of your investment strategies and confirm contributions are still aligned with your goals.  We are available to  collaborate with you on any large financial decisions, such as home ownership, college savings plans etc..

   Vista:    Retirement Planning

   Vista:    Retirement Planning

For clients who wish to be more engaged in the long-term planning process, and want ongoing guidance and strategy suggestions to build a healthy financial future.

In this process, we work together to model scenarios and illustrate how decisions today impact your retirement future.  We will identify the necessary action steps and present investment tools and risk management solutions based on the planning work.

Annually we'll revisit your goals, review the plan, and make any adjustments to investments & insurance as needed.

   Summit:    Comprehensive Financial Planning

   Summit:    Comprehensive Financial Planning

For clients who want a partner in their corner for life. 

We will work closely with you, building on the retirement modeling scenarios, confirming income throughout your life, evaluating risks to your success and develop strategies to maximize wealth transfer to your beneficiaries. 

We will also collaborate with your legal and tax council to confirm your Trust, Powers of Attorney, healthcare proxy are up to date with your wishes and confirm your assets are properly titled. 

Have a Question?

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