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.
You're not like everyone else.
Shouldn’t your planning reflect your uniqueness? It's about more than just managing investments. It’s about looking at the whole financial picture—where you are, where you want to be, and how to get there.
What’s happening in your life?
Because as you know, life is change and transition happens…
Are you facing retirement in the next 10 years?
Is your family prepared for it? Or, are you flying solo? Is your family in transition?
Divorce, death of a spouse or other big transition--these things have great impact.
Anything of this nature must be accounted for as you chart your financial future. You need to know what it can do, and what to do about.
Are you one of New England's renowned thrifty and diligent savers?
If so, you could easily have $500,000 in assets under investment—but you’re wondering what to do next. One certainty: an investment plan designed for you with purpose and intent is far better than the more common plan of guessing and hope.
Do you want to invest with purpose and intent? An independent fiduciary, commission-free, fee-only advisor like SJ Boyle Wealth Planning can help.
We are nimble in situations like yours. And, our transparency is to your benefit. We have are no hidden charges. Nor are there any conflicts of interest that come with being required to sell proprietary products. We answer only to you.
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.
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.
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.
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.