Tell me, what is it you plan to do with your one wild and precious life?
Mary Oliver, American Poet
STEP ONE: DISCOVER WHAT MATTERS
Successful investing often involves goal-focused financial planning & strategies. We start with you. We build a foundation of trust while understanding your values, goals, and vision for your life and legacy.
- Goals & Priorities
- Values & Vision
- Family & Legacy
- Concerns & Opportunities
STEP TWO: ORGANIZE & ANALYZE YOUR FINANCIAL LIFE
The financial advisor/client relationship is very important to Kimberly. Through that relationship, her team gathers and analyzes your complete financial picture to identify what's working, what's not, and what's possible including:
- Income & Cash Flow
- Investments
- Taxes
- Insurance
- Risk Assessment
STEP THREE: DEFINE YOUR NUMBER
Working with a trusted advisor like Kimberly helps keep emotions out of investing. She provides guidance to her clients so they can better manage instinctive reactions to market volatility. Her team will calculate the exact amount you need to retire with confidence using our proprietary retirement calculator. This helps to define:
- Income Needs
- Retirement Savings
- Withdrawal Strategy
- Probability of Success
STEP FOUR: BUILD YOUR COMPREHENSIVE PLAN
We design a customized strategy built around your number and your life.
- Retirement Income Strategy
- Tax Efficient Planning
- Investment Allocation
- Insurance & Risk Management
- Estate & Legacy Planning
STEP FIVE: IMPLEMENT WITH PRECISION
We coordinate and implement your plan with great care, efficiency, and attention to detail.
- Investment Accounts
- Retirement Strategies
- Tax Efficient
- Implementation
- Insurance Solutions
- Estate & Legacy Coordination
STEP SIX: INVEST WITH DISCIPLINE
We manage your investments with intention, focusing on long-term growth and purchasing power.
- Globally Diversified Portfolios
- Evidence-Based Strategies
- No Market Timing
- Focus on What We Can Control
STEP SEVEN: MONITOR, OPTIMIZE & ADJUST
We continuously monitor your plan and make adjustments as life and markets evolve.
- Progress Toward Your Number
- Portfolio Rebalancing
- Tax Optimization
- Life Event Planning
- Plan Refinements
STEP EIGHT: PROTECT & PRESERVE YOUR WEALTH
We help safeguard your wealth and income from life's risks and uncertainties.
- Insurance Protection
- Liability Protection
- Income Protection
- Tax Efficiency
- Downside Risk
- Management
STEP NINE: CREATE YOUR LEGACY
We help you create a lasting impact for your family, your values, and future generations.
- Estate Planning Strategies
- Wealth Transfer Planning
- Charitable Giving
- Family Education & Stewardship
Begin Your Journey Today.
Copyright © 2023 Kimberly Jamieson, Financial Planner - All Rights Reserved.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 28411 Northwestern Hwy., Ste 1300, Southfield, MI 48034. (248) 663-4700. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, IL, MI, NC, NV, OH, TN, TX, and WY. No offers may be made or accepted from any resident outside the specific states referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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