Where do you want to go--and is your wealth taking you there?

Money is never the goal. Money enables the goal. It’s important to uncover what matters to you beyond the money. What are the people, places and things that you love? They need to factor into your wealth planning.

If that sounds different than your typical wealth-planning conversation, that’s because Sally J. Boyle Wealth Planning is not your typical financial management firm.

As you know, life is change and transition happens.
So, what’s happening in your life?

RETIRING IN THE NEXT 10 YEARS?
Is your family prepared for it? Or, are you flying solo? Is your family in transition?

HAVE YOU LOST A SPOUSE?
If you're divorced or widowed, such life-altering events must be accounted for.

ARE YOU A DILIGENT SAVER?
You could easily have $500,000 in assets. You need a plan with purpose and intent.

As an independent fiduciary, fee-only and commission-free, we can help.

We are nimble in situations like yours.
Our transparency is to your benefit.
We have are no hidden charges.
No proprietary products, hence no conflicts of interest
We answer only to you.

From the first phone call to initial analysis, we do consultation differently.

Want to learn about the free wealth-planning consultation that goes way beyond "Hello"?

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It’s a little like sailing a boat.

Getting somewhere in a boat can be as simple as eyeball navigation. “See that? Let’s go there.” You point the boat in that direction, and you get there.

But what about crossing an ocean?

It's such a simple phrase. “Crossing an ocean.” Just three words. It also glosses over a vast complexity of process and planning.

It’s the same way with the phrase “financial planning.” The textbook definition is deceptively simple. But that changes once we start looking at your money, discussing your goals, and developing a strategy.

As with an ocean voyage, a successful financial journey requires sophisticated tools, data and experience.

Shouldn't your wealth be useful and have purpose?

Sophisticated navigation requires nautical charts that show the oceans, land masses, prevailing currents, designated channels and hazards. Navigational Instruments provide data about weather, position, progress, and your specific location at any time. You want a good boat that’s tight and solid.

Equally important in that journey is an experienced navigator.

All the data, the best tools, and a seaworthy craft matter. But getting where you’re going requires experience. It requires a pro with a good eye who’s proficient in reaching destinations under ever-changing conditions.

PLAN

Your plan is all about you and where you want to go in the short term, the long term, and the points in between. That’s why we need to have conversations. Navigating to wherever you want to be happens not by accident, but with purpose and intent.

PROSPER

We partner with industry and technology leaders in both financial planning and investment management. Our portfolios are geared for optimal returns through diversification, automatic rebalancing, and lower fees.

PRESERVE

Estate planning matters regardless of your income. It protects your hard-earned wealth. Beyond simply writing a will or executing a trust, estate planning is controlling your legacy—efficiently, privately and personally.