Tailored to Your Goals
We start by understanding your complete financial picture: your current assets, your timeline to retirement, and what you want your portfolio to accomplish. Based on this information, we will assess the good, bad, and ugly of your current assets and allocations and identify areas where improvements can be made. We measure your current portfolio against our comprehensive checklist and show you ways to get the most from your investment accounts.
Annual “Big Picture” Checkup
Once a year, we will have a live meeting to discuss the “big picture” of your financial plan. Our conversations will extend beyond money itself, focusing on how your resources shape and support the life you envision. Has your situation changed? Has your time horizon shifted? Do you want to retire in Paris instead of Boca Raton? Because, ultimately, our relationship with you is not just about money, it is about helping you achieve your financial goals.
Advice for Life
Our knowledgeable advisors help guide you through all the financial ins and outs of everyday life. Beyond portfolio management, we also guide you through major financial decisions: when to pay off your mortgage early, how to optimize 529 college savings, whether to exercise stock options now or later, and how to structure Roth conversions in low-income years.
In addition to our expert team of advisors, we also provide a comprehensive library of white papers, articles, and videos, all created by our team and organized by topics. Our guidance is more than investment advice; it is advice for life.
Our Partners
Frequently Asked Questions
What makes Rebalance’s financial planning approach different?
At Rebalance, the financial plan is not a static document that sits on a shelf. We treat it as a living, evolving guide that helps inform real decisions throughout your life. Each year, during your annual review, we revisit and refine your plan so it reflects changes in markets, tax laws, and your personal goals. Our goal is to make the plan come alive so it remains practical, relevant, and actionable.
Can I revisit my plan or run scenarios during the year?
Yes. Clients are welcome to reach out at any time, even outside of scheduled meetings, to explore what if scenarios. Whether you are considering downsizing your home, funding a renovation, adjusting your retirement timeline, or deciding when to take Social Security, we can model different paths and show how each decision may impact your long term financial picture.
What decisions can financial planning help me make?
Financial planning helps guide both major life decisions and everyday financial choices. Clients often work with us on retirement income strategies, which accounts to draw from first, tax planning opportunities, Roth conversions, Social Security timing, estate and legacy considerations, and major spending decisions. The goal is to provide clarity so you can make confident, informed choices.
How often is my financial plan reviewed and updated?
Your financial plan is reviewed in depth during your annual Big Picture meeting, where we reassess your goals, timeline, spending, and long term outlook. However, planning is an ongoing process, not a once a year event. Your advisors continuously monitor your situation and update recommendations as your life, finances, and priorities evolve.
Is financial planning only about investments?
No. While investing is an important component, true financial planning looks at your entire financial life. This includes retirement readiness, tax efficiency, estate and legacy planning, spending sustainability, and adapting to changing laws and regulations. Our role is to help ensure all parts of your financial life work together to support the future you envision.
