Live Your Entire Life To The Fullest

Customized financial and retirement planning to clarify money doubts and unlock personal freedom so you can live your desired life.

Your Finances Shouldn’t Be A Cause Of Stress

Whether you come into money unexpectedly, or accumulate wealth over time, the same nagging questions often surface.

Planning ahead for life goals, retirement, and the legacy you want to leave behind is complex. No-one has a crystal ball, but that uncertainty shouldn’t keep you awake at night. With considered financial planning from an experienced wealth manager, you can better position yourself to navigate those curve balls life may throw at you.

Create A Tailored Plan To Get Your Finances On Track

Simplified Tax Planning

The financial journey throughout life - from seasons of wealth accumulation to distribution as you transition into retirement – can be complicated. We will create a tax-efficient retirement strategy for your capital and simplify your finances.

Insurance Planning

No one wants to worry about their affairs if the unexpected happens. We will assess your needs and current insurance policies before recommending appropriate protection for your heirs and business in the event of your death and possible long term care for you.

Estate Planning

We will look at your estate plan and work directly with your attorney to ensure your legacy continues as you intend. With the right trust and account titling in place, you can protect your assets and reduce any confusion or stress for your heirs and beneficiaries.

Legacy Planning

What kind of legacy do you want to leave your family? What causes inspire you and how do you want to give back to make an impact on your community and the world? We can help with tax-advantaged inheritance and philanthropic strategies.

Portfolio Planning

Our team of experts brings data-driven reasearch and a global perspective to low cost portofolios in a tax efficient way. Your portfolio will be designed to tap into new opportunities using the best technology.

Education Planning

The landscape of education planning is always on the move. We will work together to find smart and tax efficient planning tools for these rising costs.

What Does A Financial Planner Do?

If you’ve never used a financial planner before, you may be wondering what’s involved. At Collier Sustainable Wealth Management, we start by exploring your financial and life goals and help you identify what is really important to you.

Once we get clarity on that, we recommend the best tools and actions you need to take to reach your goals. We explain how your current risk tolerance could impact your long-term wealth accumulation. You’ll learn how much you should save now for retirement, as well as what you can comfortably spend while keeping your financial plan on track, both leading up to and throughout retirement.

Together, we will create a goal-based comprehensive roadmap that supports your lifestyle. Then we’ll teach you how to effectively manage your finances on your journey.

Live Your Best Life With A Clear Plan For The Road Ahead

No matter how modest or audacious your hopes for the future, you deserve to be able to relax about your finances, happy in the knowledge you’ve expert guidance to keep you on track. That’s exactly what we deliver.

Here’s What It Looks Like To Partner Us

SCHEDULE A CALL
Find an appointment in our calendar to suit you and we’ll send you out some information in advance so you know what to expect when we meet and what questions to ask.

HAVE A CHAT
We’ll meet by Zoom or in person—your choice—and spend 30 minutes assessing your lifestyle and wishes so we can decide if we’re a good fit to support you.

CREATE A PLAN
We’ll tailor—and monitor—a customized, clear financial plan that accomplishes your financial goals, fits your unique personality, and aligns with your values.

Are Your Life Goals Within Financial Reach?

Get a clear, actionable roadmap that aligns with your values and financial goals, so you have peace of mind your dreams can become a reality.