Let’s get planning your dream life.

True financial planning.

Too often families struggle to properly navigate their financial complexities, which leaves most overwhelmed and under-prepared.

In fact, most people don’t have a plan to build, protect and transfer wealth. Blend Wealth is here to change that. 

While the financial services industry can be confusing and filled with firms that prioritize product sales or focused primarily on investments, we take a different approach to our services and truly serve as your personal CFO.

After 1 hour with us, you’ll know more about your finances than you ever have before.

Personal CFO Services

  • You can’t elevate your life without a plan. We will build and continuously update a customizable, goals-based financial plan that includes assets, cash flow, market forecasts and lifestyle factors. Your financial plan serves as your roadmap to achieving your goals.

  • We want to help you pay the least amount of taxes over your lifetime. That why we help you implement the best tax strategies for your situation so you pay the lowest possible tax bill without giving the IRS a tip.

  • No more blindly hoping you are getting all the deductions you are eligible for. And no more having to quarterback your CPA and your financial advisor to ensure they have all the information they need. You can rely on us to be your one-stop-shop for your entire financial life.

  • We construct a low-cost portfolio, which includes your employer provided 401k/403b plan, that is optimized for your unique goals. We are continuously monitoring and rebalancing your portfolio with market fluctuations, taking advantage of asset location and pursuing tax loss harvesting opportunities as they arrive.

  • We can’t predict the future, but we can prepare for all potential outcomes. When we help you plan for retirement, we don’t just look at your assets. We consider other factors such as taxes, healthcare, legislation and legacy planning. We then build a retirement plan that’s right for you to ensure you won’t run out of money.

  • The transfer of wealth shouldn’t be a burden to your family. We help simplify the estate planning conversations and work in partnership with your estate planning attorney to get the job done. Don’t have an attorney, no problem! We have a nationwide network of referrals to make sure you’re taken care of, regardless of where you live.

  • You will know how much money you’re spending and where it’s going. Utilizing our Live, Give, Owe, Grow cash flow model, we can easily identify any changes you need to make in your budget to optimize your future success.

  • We will help make sure you are adequately insured to protect your wealth and provide for your family if something were to happen to you. This requires an ongoing review of life, disability, long-term care, and property & casualty policies.

  • If you aren’t maximizing your employee benefits, you’re leaving money on the table. We review your employer provided benefits, and make recommendations, including employee stock purchase plans (ESPP) and equity compensation (RSU, RS, ISO & NQSO).

  • We are here to partner with you to implement your generosity philosophy. Whether that’s through tithing to your local church, charitable giving, gifting appreciated securities or donor advised funds, we have you covered.

  • Planning for your child’s education requires crafting a savings strategy that maximizes available tax benefits while addresses the educational needs of your family.

  • This is easily one of the most overlooked benefits of hiring a financial advisor. Having an advisor lay out the steps to simplify and optimize your entire financial life is invaluable. Having a trusted financial partner in your life gives you a sounding board for optimal decision making.

Our Process

Step 1

Schedule a Right Fit call. We’ll get to know you and determine if our services align with your needs.

Step 2

We will work with you to gather your goals and financial information.

We’ll create your financial plan. You will know more about your finances than you ever have before.

Step 3

Ongoing personal CFO services. We will work together to simplify and optimize your entire financial life!

Step 4

Less transactional, more relational.