/ Individuals & Families

Simplify your financial wellbeing and do more.

The challenge

Money can be complex, confusing, and incite strong emotions

The many feelings we have surrounding money create a foggy and challenging decision-making setting for the management of assets that are critical to our security and joy. The result is often anxiety, procrastination, and sub-optimal choices and behaviors.

Think about it. How well are you using your financial resources to maximize your return on life?

Will you be able to retire on your terms? Would you like to do more of what you love and less of what you don’t? Put children through school or help with grandchildren? Get a second home? Increase your charitable giving?

Click below to take our quick assessment and find out if your financial resources will meet your goals and maximize your return on life.

Your Answer

Learning how to live a life according to your purpose based on the money you have

Stonecrop objectively provides the voice and guidance to:

  1. Clarify and simplify what it could take to achieve your aspirations; and to
  2. Coach, facilitate, and empower you to help you reach them.

We help reduce any anxiety or worry you’ve experienced trying to reach your goals with a framework that focuses you on how to achieve them. Because it can be done.

Our process to get you there

You collaborate with us in the creation of a financial plan

We will learn all about you, not just about your bank account, so that we can develop what we call a holistic plan that reflects your unique situation and what’s important to you.

Your holistic financial plan will act as the solid foundation for your path moving forward. Because you’re leaning on your plan, your decision-making is simplified, and you gain greater clarity in how to achieve your goals, and perhaps even create more ambitious goals.

You use tools we provide that allow you to more easily track how you’re doing. That way, you can effectively view your behavior, habits, and decisions in real-time and adjust them accordingly.

We walk alongside you on your journey, helping you to keep your financial plan up-to-date and relevant. We execute the various matters that we believe need to be done to achieve your goals. We will manage and guide your portfolio to effectively support your financial plan and all that it contains: whether it’s legacy planning, retirement planning, even renovating your home.

The Outcome

Living with financial confidence and enjoying the results

One of our clients wanted to retire at age 55. His father had retired at age 65 and then sadly passed away a year later. Our client wanted to make sure that he was able to enjoy his family and retirement. Through our guidance, he was able to accelerate his retirement while also being able to help his wife’s parents age in place.

Another client was a couple of years post-divorce, and she worried about her financial situation, especially because of her relatively small income and modest retirement account. We created a path that included disciplined savings and appropriate investments. Now she is no longer afraid of her financial future.

These are just two of the many clients who have put their trust in us. We are inspired every day to do this work for them—and you.

Ready to find out how Stonecrop Wealth Advisors can help you?

We’d love to hear about your goals and discuss how our solid investment strategies can help support your retirement planning, estate planning, charitable giving, and other goals.

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Advisory services offered through Stonecrop Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training.

To see a copy of our SEC form CRS, Customer Relationship Summary, please click here. To see our Form ADV, including our Part 2 Disclosure Brochure, please click here. To see a copy of our Privacy Policy, please click here.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

© Copyright 2021 Stonecrop Wealth Advisors. All Rights Reserved

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