The question I get asked most often: “Is my portfolio at the amount it should be for my age?”
There is not a simple answer to this question, it will always be, “it depends!” No one amount suits everyone’s lifestyle. What I can say is that if we build out a wealth plan that incorporates your tax picture, estate plan and your goals of supporting the next generation and in most cases supporting our parents (maybe not financially, but with our time); then we can have that best number suited for you/your family.
Gathering your thoughts, assets, goals, and values all on one page will allow us to where you are today and what steps we need to take to get you where you want to be now and in the future. Learning to create milestones with celebration moments makes each next step more exciting to reach. Let’s sit down and build a plan that will bring a smile to your face and will create great stories to share with the next generations!
Vanessa N Martinez, MBA
CEO and Managing Partner
Vanessa N Martinez, MBA
CEO and Managing Partner
The question I get asked most often: “Is my portfolio at the amount it should be for my age?”
There is not a simple answer to this question, it will always be, “it depends!” No one amount suits everyone’s lifestyle. What I can say is that if we build out a wealth plan that incorporates your tax picture, estate plan and your goals of supporting the next generation and in most cases supporting our parents (maybe not financially, but with our time); then we can have that best number suited for you/your family.
Gathering your thoughts, assets, goals, and values all on one page will allow us to where you are today and what steps we need to take to get you where you want to be now and in the future. Learning to create milestones with celebration moments makes each next step more exciting to reach. Let’s sit down and build a plan that will bring a smile to your face and will create great stories to share with the next generations!
A Message from Vanessa…
Articles by Vanessa Martinez
Having It All: How to Achieve Your Financial & Career Goals
Did you know that in the early 1900s, only six percent of married women worked outside of the home? It wasn’t until the First World War that women joined the workforce in masses, only because the men were needed in the armed forces. Fast forward to a century later,...
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