Financial Planning

WHAT DO YOU WANT TO GROW?

We go beyond the basics of budgets and cash flow. How? By starting with the end in mind.

What are the highest hopes for your financial future?

By starting with the end in mind, we achieve the clarity that allows us to co-create an inspired plan that aligns your material world with your soul's calling. Our mission is to provide a customized approach to align your resources with your values.  We take the time to get to know you, and we employ the tools necessary to help you with your goal:  to better define and realize your ideal financial visions.

planting seeds OF PLENTY

SkyCity Advisors supports you on your path of wealth accumulation by:

• providing detailed budget and cash flow analysis to demonstrate where your money goes monthly.

• directing your attention and resources to the things you really wish to see in your life.

• clearly articulating debt management and debt reduction strategies tailored to your specific situation.

• offering an investment planning approach that is designed to help better weigh the pros and cons of various investment options while providing an understanding of how they mesh with an overall financial plan.

• guiding employee compensation and benefits planning including:  

  • Incentive Stock Options (ISO)

  • Non- Qualified Stock Options (NQSO)

  • Restricted Stock Units (RSU)

  • Employee Stock Purchase Plans (ESPP)

• by developing 10b5-1 plans, evaluating 83(b) elections, and Net Unrealized Appreciation (NUA) opportunities.

• assessing risk and preservation needs, including disability, life, long term care, and liability insurance.
  

Ready to get started? Contact us for complimentary Financial Planning Assessment.

Header Photo by Kevin Green