Discussing and structuring short and long-term financial plans to support your life goals

Goal-seek income and expenses to create the post-work lifestyle you envision

Investment strategies that promote environmental sustainability, social justice, and sound corporate governance are available

Review your current investment accounts in the context of your risk tolerance and overall financial goal plan. The investment philosophy focuses on passive, index-based ETFs and mutual funds. Active managers may be included in certain plans and situations

Vital to your financial plan, we will focus on strategies for tax-efficient trading, asset location, tax loss harvesting, and more. We will work with your CPA and/or provide a referral to a CPA, as circumstances require. Embolden Financial Planning LLC does not prepare tax returns

Safeguard your legacy with a review of account beneficiaries, wills, guardianships, charitable giving, and end-of-life considerations. We will work with your attorney, and/or provide a referral to an attorney, as circumstances require. Embolden Financial Planning LLC does not offer legal advice

Analysis of your income, expenses, and debt to identify opportunities for increasing income or decreasing expenses, and build your emergency savings. It is not uncommon for families and partners to have different views, this is a great opportunity to discuss with an objective professional

Major decisions like career changes, house purchases, marriage, and more have financial and emotional impacts. Embolden Financial Planning LLC is ready to listen and provide sound advice

Ask questions in a friendly, judgment-free environment. Education on a specific or broad range of personal finance topics. This service makes an excellent gift for recent grads and others beginning their financial journey