Ours is a unique approach to a traditional discipline. Addressing your finances according to the seasonal flow of your life — and your money — aligns with natural processes. The Seasons of Advice® process has a natural rhythm, one that aligns with the way you experience life. By giving our work together a context that is constant and reliable, all financial matters receive proper consideration, so you can make more effective choices and keep your wealth-building momentum moving forward.
Our Process
As the year winds down, it is time to assess your tax strategy and make some year-end tax decisions to manage your liabilities.
The start of a new year is a great time to review life changes and planning assumptions for the upcoming year.
The onset of spring fever is a perfect time to take a close look at your asset allocation and determine if it still serves you, based on your goals and milestones.
Summer, which usually finds us relaxing with our families, is a good time to review your family's wealth protection and estate planning strategies.
© 2018 Seasons of Advice Wealth Management, LLC.
Seasons of Advice Wealth Management, LLC.
120 West 45th Street, 14th Floor, New York, NY 10036 > 212-977-3111
info@soawealth.com
