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Our five-step process brings clarity and purpose to your entire financial life. From understanding you and your priorities to implementing your plan and adapting it as your life changes, we help you grow and use your wealth to support a life you love.
Schedule an Introductory Call
We start by getting to know you: what matters most, what is working well, and what is creating stress. Together, we explore your values and hopes for the future—from financial goals to how you want to spend your time. You do not need to have every answer; helping you clarify your priorities is part of the process.
We bring your financial picture into focus by gathering and organizing information about your investments, taxes, income, spending, employee benefits, insurance coverage, estate documents, and other important details. We examine how the pieces fit together, identify gaps and opportunities, and assess whether your financial life supports your priorities. This gives you a clear understanding of where you stand today and provides a shared foundation for building your plan.
With a clear understanding of your goals and your financial picture, we work together to develop a personalized financial plan. We consider each decision’s financial implications, the tradeoffs involved, and how it may affect the way you live today and the choices available to you in the future. Together, we establish a clear direction and priorities for action.
We turn your plan into a prioritized course of action and begin putting each recommendation into place. We help you implement changes, coordinate with your other professionals when needed, and guide you through decisions that arise along the way. You know what we are handling and where your involvement is needed, so progress does not depend on you managing every detail yourself.
We continue managing your investments, reviewing and refining your plan, and helping you evaluate decisions as your life evolves. Whether you are considering a change in how you work, a major purchase, or a new opportunity, we help you understand the possibilities and tradeoffs. Through regular reviews and proactive advice between meetings, we keep your financial life aligned with what matters most to you.
Understand what matters most to you.
Bring your entire financial life into focus.
Create a strategy that is built around your life.
Bring your financial plan to life.
Use and enjoy your wealth with confidence.
Your financial decisions affect one another. We focus on the areas relevant to your life and consider each recommendation in the context of your overall plan.
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We help you balance spending, saving, and cash reserves so you can enjoy life today while preparing for future goals, major purchases, and unexpected expenses.
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We evaluate opportunities to reduce taxes across your financial life, coordinating investment, income, and giving decisions with your broader plan and your tax professional.
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We build and manage a diversified portfolio aligned with your goals and risk tolerance, using a disciplined, evidence-based approach with ongoing monitoring, rebalancing, and attention to taxes.
We help you understand when work could become optional and what it would take to support the retirement you envision, including how to turn your wealth into income.
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If your compensation includes company stock, we help you evaluate stock options, restricted stock units, and employee stock purchase plans, considering taxes, timing, and concentrated investment risk.
We review your coverage, identify potential gaps, and help you evaluate ways to protect your income, assets, and family as your needs and responsibilities change.
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We review your estate documents, account ownership, and beneficiary designations, coordinating with your attorney to help protect the people you care about and prepare for incapacity or death.
We help you plan for education costs, evaluate savings and funding options, and balance support for your family with retirement and other financial priorities.
We help you decide how and when to give, considering tax-efficient strategies that support the causes you care about while fitting your broader financial plan.
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We help you evaluate the financial tradeoffs of changing jobs, taking a sabbatical, making a major purchase, or pursuing a new opportunity, with your personal priorities at the center.
Your financial life continues to evolve—and your financial plan should evolve with it. Each year, we will meet for two comprehensive planning meetings: one in the spring and one in the fall. These meetings allow us to step back, evaluate your progress, and focus on the decisions that matter most at that point in the year. Between meetings, we continue working behind the scenes—monitoring your plan, managing your investments, coordinating with other professionals, and reaching out when something deserves your attention.
Your advisory fee includes comprehensive financial planning, investment management, and ongoing guidance as your life evolves. There is no separate financial planning fee. Nadell Wealth is a fee-only fiduciary firm. We receive no commissions and do not sell financial products.
Your annual advisory fee is based on the assets we manage for you. Each rate below applies only to the portion of assets within that tier.
For example, with $5 million under management, you pay 1.00% on the first $3 million and 0.80% on the next $2 million, resulting in a blended annual advisory rate of 0.92%.
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