OUR SERVICES
Whether someday is off in the distance or knocking down your door, our full range of robust wealth management services provide you with a powerful roadmap that aligns your values with your resources, helps you make informed financial decisions and safeguards your financial future.
WHAT IS WEALTH MANAGEMENT?
Someday Advisors is a wealth management firm that focuses on women and families in transition. Our comprehensive wealth management service includes financial planning, investment consulting and relationship cultivation.
The SCIENCE: TECHNICAL EXPERTISE
The ART: RELATIONAL EXPERTISE
FINANCIAL PLANNING
Central Question: Where are you and where do you want to be?
Main Output: Comprehensive financial plan driven by your goals.
Main Output: Comprehensive financial plan driven by your goals.
INVESTMENT CONSULTING
Central Question: How do you get where you want to be?
Main Output: Asset allocation and investment plan tailored to meet your goals.
Main Output: Asset allocation and investment plan tailored to meet your goals.
RELATIONSHIP CULTIVATION
Central Question: How do you most effectively get your needs met?
Main Output: A solid trusted relationship with your financial advisor.
Main Output: A solid trusted relationship with your financial advisor.
WEALTH MANAGEMENT
Central Question: What is the result?
Main Output: Powerful roadmap that aligns your values with your resources, helps you make informed financial decisions and safeguards your financial future.
Main Output: Powerful roadmap that aligns your values with your resources, helps you make informed financial decisions and safeguards your financial future.
SERVICES OVERVIEW
FINANCIAL PLANNING
Where are you and where do you want to be? We view your money as a resource to help you live the life you desire both now and in the future. Through the financial planning process, you answer critical questions about your goals and we establish a comprehensive plan to help you achieve them.
INVESTMENT CONSULTING
How do you get where you want to be? We prioritize achieving your goals, and as such emphasize a goal-focused, planning-driven investment strategy, which stresses minimizing risk over maximizing returns. Through the investment consulting process, we design, implement and carefully monitor an investment strategy using a disciplined approach that mitigates the impact of emotions and biases, while protecting and growing your wealth.
RELATIONSHIP CULTIVATION
How do you most effectively get your needs met? We focus on the human element of wealth management in order to build a deeper, more trusted and long-lasting client relationship. Through the relationship cultivation process, we leverage our understanding of behavioral finance and commitment to compassionate communication to guide you through life transitions in an effective and empowering manner.
PROJECT BASED FINANCIAL PLANNING
Are you looking for financial guidance without a full commitment? We offer two levels of service, the Financial Checkup, a one-time consultation to answer a handful of questions and the Stand-Alone Financial Plan, a broad-based multi-component financial plan. Through the project based financial planning process, you partner with us to address your most pressing financial questions and concerns.
HOW WE OPERATE
Throughout our process, we focus as much on building your wealth as on building our relationship with you.
READY TO TAKE THE FIRST STEP?
We look forward to meeting you and hearing how we can help you.