Wealth ePath

 

A journey of a thousand miles begins with a single step. Similarly, as we journey through our financial life, each step along the way may have profound effects on where we end. Taking the journey without a proper understanding of goals and potential pitfalls seems imprudent.

Wealth ePath is an interactive wealth management platform enabling our clients to interact with us in developing financial plans and integrating all facets of their financial life into one easy solution. We work interactively with our clients to make and assist in making initial data inputs and assumptions. From this fairly straightforward exercise, we are able to assist our client simplify their Path through:

 
 
Cash Flow Planning
Planning that is centered on understanding one’s cash flow needs by reviewing one’s balance sheet and income statement, and investing financial assets to meet those needs.
Goal-Based Planning
Planning and strategizing that starts by identifying objective and subjective goals and determining the proper investment allocation and financial vehicles to provide the greatest probability of achieving the goals.
Asset & Liability Aggregation
The process of bringing all assets and liabilities from multiple entities (for example, custodians, banks and insurers) to one online location for the purpose of understanding the entire scope of one’s personal landscape.
Investment Planning
Planning that begins after the specification of goals (appreciation, preservation, income) and risk tolerances which determines allocation across asset classes (equities and fixed income), geographies (domestic and international), styles (growth and value), size (large, medium and small cap) and time frames (short, intermediate and long term).
Retirement Income
The amount of money available from all sources, including mandatory qualified retirement distributions, income from taxable investments, social security payments, trust distributions and others, available to an individual during retirement.
Estate Planning
Planning that is centered on determining and executing legal documents (wills and trusts) for the purpose of disposing of one’s assets following death to meet inheritance and charitable goals while being tax efficient.
Document Storage/Vault
Online repository for storing important documents and other digital assets which can be accessed remotely via multiple electronic devices.
 
 
Whether you are a new college graduate starting your first job, a little older and starting a family, mid-life and contemplating retirement or already in retirement, we can help you develop your plan and be with you as you go down the path to financial success. If you are already enrolled in Wealth ePath, please click below to log in. If you are not, please contact your Wealth Advisor to set it up.

If you are not a Chilton Capital client and would like to learn more about this service and others, please contact us at WealthAdvisor@chiltoncapital.com or call (713) 650-1995 and ask for the Wealth Advisory Team.