Ongoing Financial Planning

Get ongoing and personalized guidance from a team of financial planners.

Understand and take control of your finances to live your best life!

Are you tired of wearing all the hats and wondering why you're not making the progress you want?

Are you asking yourself questions like these?

Why can't I sleep at night?

Am I managing my personal finances well?

Why am I not achieving my goals?

What do I need to do to achieve my goals?

How do I build and stick to a plan?

What is the best plan?

Who can I turn to for unbiased advice and accountability?

A financial planner is who you need. Better yet, make it a team of two.

It's Time For You To Thrive

At Avant-Garde Wealth, we know you are the kind of person who wants to be confident in all of your financial decisions. In order to be that way, you need the expertise, accountability, and encouragement to align your values and actions. The problem is you do not which makes you feel uncertain. We believe you deserve to live your best life, which includes making confident financial decisions. We understand that is easier said than done. That is why we help people understand and take control of their personal finances.

Schedule a Call

How It Works

1. Share your vision of wealth

2. Build a financial plan

3. Align your values and actions

Stop wasting your time. Start making confident financial decisions.

Schedule a Call

This Could Be You

Lucy studied chemistry at Western Kentucky University because she cared about the impact everyday products have on people and the environment. She aspired to work at a clean cosmetics company that creates safe and sustainable beauty products. However, she began her career as a quality control chemist for an airbag company. Lucy earned countless awards and promotions over the course of nearly twenty years, ultimately becoming the lead chemist. She reaped the rewards for her dedication to the company.

However, she felt conflicted – although she had a successful career by standard measures, she was unfulfilled. With the guidance of a team of financial planners, Lucy can explore a career at a clean cosmetics company, whether that means joining an existing company or starting her own. Through Ongoing Financial Planning services, Lucy will have the guidance and accountability she needs to live a fulfilling life.

Mike and Rachel are a married couple in their early thirties. They planned well and worked hard to earn fulfilling jobs with exceptional compensation and benefits that allowed them to build a strong financial foundation. However, they did not know how to turn their dream of traveling around the country in a motorhome into reality.

With the guidance of a team of financial planners, Mike and Rachel can build, implement, and monitor a financial plan that will allow them to accomplish their short-term goal of traveling, as well as their mid-term goal of adopting two children, and their long-term goal of retiring in their late fifties. Through Ongoing Financial Planning services, Mike and Rachel will have a team of financial planners to guide them on every step of their journey.

These are not clients of Avant-Garde Wealth. The examples are intended for illustrative purposes only.

Get the ongoing and personalized guidance you need about anything and everything related to money.

Schedule a Call

Are you making excuses to avoid taking the next step?

Personal finances are too complicated for me to understand.

We believe anyone can understand personal finances with the right guide.

I don't have enough time for my personal finances.

We believe anyone can control their personal finances with the right guide.

I can't imagine what thriving would look like for me.

We believe anyone can identify and achieve their best life with the right guide.

Schedule a Call

How close are you to achieving your goals?

If you need someone to evaluate your progress towards achieving your goals, we are happy to help.
Use this free tool to begin the conversation.

Get Started