Embolden Wealth Management, LLC

We assist busy professionals, their families, and business owners in navigating life transitions with a focus on their financial well-being and confidence. We make your personal values part of your financial plan. Are you worried about running out of money? How to pay for your children's education? Concerned about making a financial misstep with decisions you face during a transition phase in your life, such as the loss of a loved one, divorce, etc.? Do you fear not having a steady monthly income in retirement? Managing your investments is only one piece of your financial picture, so we spend an equal amount of time on detailed retirement analysis, estate planning, tax planning, and education planning. All these pieces fit together and are interrelated, and that is why we emphasize addressing all aspects of your financial situation. Affecting one part can have an impact on the others. We help you make informed decisions and walk beside you every step of the way. Today is the first day of the rest of your life: a no-cost, no-obligation consultation starts here with our Discovery Questionnaire: https://app.asset-map.com/i/7a97gVjE