Save time, money, and the environment. Citrine Capital uses a secure online client portal with file sharing and video conferencing so you can work with us remotely from anywhere in the world. More Efficient and Effective Meetings - Our financial planning meetings will be more efficient and effective if we meet using modern-day videoconferencing technology such as Zoom.
We can access your company 401(k) and make any needed adjustments on the spot. Do you need to review your stock options or RSU vesting schedule? We can quickly log in together to review your company equity package so we can make a plan for your vesting equity. When you meet with us virtually there's an increased emphasis in taking care of everything on the spot, which transforms your financial planning session into a financial doing session.
We can access your company 401(k) and make any needed adjustments on the spot. Do you need to review your stock options or RSU vesting schedule? We can quickly log in together to review your company equity package so we can make a plan for your vesting equity. When you meet with us virtually there's an increased emphasis in taking care of everything on the spot, which transforms your financial planning session into a financial doing session.
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Our comprehensive approach to wealth management focuses on the four cornerstones that are essential to the creation and conservation of wealth: asset protection, cash flow optimization, asset growth, and tax mitigation. Our sustainable investment portfolios are designed to capture superior risk adjusted, after tax returns using an evidence based investment approach.
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The new scoring model will take consumers' debt levels into account and will more closely track personal loans. Before you hire a real estate agent or start house hunting, you need to take the time to prepare yourself financially. You've already paid off debts, built up an emergency cash reserve, and invested for retirement.
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A Comprehensive Financial Action Plan - A step-by-step guide to reaching your financial goals and objectives. This includes an online portal and reminders to ensure you stay organized and progress toward your goals.
The plan typically covers tax planning, company equity planning, risk analysis, investments, retirement-income planning, a review of your company benefits, college funding, estate planning, cash-flow analysis, planning for financial independence (freedom from the need to work), and more.Ongoing Financial Planning - Continuous planning and support from our team of Certified Financial Planner professionals.
The plan typically covers tax planning, company equity planning, risk analysis, investments, retirement-income planning, a review of your company benefits, college funding, estate planning, cash-flow analysis, planning for financial independence (freedom from the need to work), and more.Ongoing Financial Planning - Continuous planning and support from our team of Certified Financial Planner professionals.
Discovery Questionnaire
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Now imagine that you visit the doctor, who tells you that you have only 5-10 years to live. You won't ever feel sick, but you will have no notice of the moment of your death. What will you do in the time you have remaining? Will you change your life and how will you do it? Finally, imagine that your doctor shocks you with the news that you only have 24 hours to live.
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