Our philosophy is simple. We want to provide you with proactive advice that helps you obtain better outcomes and live a better life.
We realize that entrepreneurs work long hours, are under a lot of stress, and are sometimes on call. Most want to delegate their financial planning to someone else so they can focus their free time with family, and friends, and on their business.
Our goal is to be the “Personal CFO” for a limited number of business owners, physicians, and executives who want proactive financial advice that will simplify their lives and help them obtain financial independence.
Our Value Proposition
As your “Personal CFO” and Fiduciary Tushingham Wealth Strategies promises to provide the following.
Organization – We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, college planning, retirement, estate, taxes, etc., and also the “micro” level of household cash flow). Your “Personal Wealth Portal” is one tool that will help accomplish this.
Accountability – We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
Proactivity – We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
Education – We will explore what specific knowledge will be needed to succeed in your situation , by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
Objectivity – We act as your fiduciary. We bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.
Partnership – We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.
Your life in a box.
Customized Wealth Portal
Your Personal Wealth Portal will serve as an easy way to track and manage your accounts and important documents in one convenient and secure location.
- Account balances and positions will be updated daily
- Access to an unlimited amount of online storage for photos, documents and videos
- Budgeting tool to stay on top of your cash flow
- Reports to see your entire financial picture
- Online collaboration in real-time to review your plan
This is all included with our Wealth Management services.
Schedule an Appointment
Please select a time from our calendar below to speak with an advisor.