Your Roadmap to Prosperity & Peace of Mind

We help answer the burning question: “How much is enough?” To retire, to go on vacation, to care for elderly parents, etc.

We help our clients take control of their cash flow and net worth to meet their life goals, such as early retirement, large purchases, planning for eldercare, or just peace of mind. We take a broader view of assets and liabilities than many certified financial planners, and we work with clients in greater detail. For instance, we show a year-by-year analysis of how your sources of net income fall short, meet, or exceed your financial questions and goals.

Although we are not currently certified financial planners and do not invest your money, our model and process have helped many people feel more confident about what, how, and when they grow, maintain, and pull specific financial levers. In addition, we help prepare a personalized financial portfolio and roadmap to guide the person who needs to assume the financial responsibilities on behalf of an incapacitated or deceased person.

In some circumstances, we participate in discussions with clients and their other trusted advisors.  We help as another listening ear, to articulate and advocate for the client’s wishes, to highlight potential gaps, and to help ensure the client’s goals are being holistically met. We do not charge a fee during this consultation, so that the client is not charged for both professionals during these meetings.

Often these apps are not personalized, and may just be general rules of thumb or ballpark estimates designed for very general guidance. Every forecast or projection we do is personalized to you – value of your home, value of your specific income/assets, your tax bracket, state you live in, RMD (Required Minimum Distribution), etc. We show a detailed, personalized year by year analysis as opposed to a generalized percentage of whether you will outlive your assets.

Project UP works with your existing trusted advisors. We do not seek to replace your existing network; rather, we strive to enhance it by bringing expertise, coordination, and integration to a complex set of facts and issues.

In some circumstances, we participate in discussions with clients and their other trusted advisors.  We help as another listening ear, to articulate and advocate for the client’s wishes, to highlight potential gaps, and to help ensure the client’s goals are being holistically met. We do not charge a fee during this consultation, so that the client is not charged for both professionals during these meetings.

Project UP supports you wherever you are in your journey. Our team is skilled and experienced, and our process is designed to help you take small, but meaningful steps. For most clients, this is an iterative process with many building blocks. We can create a plan that is right for you right now. And when circumstances change, Project UP will be there to support you.

Project UP supports you wherever you are in your journey. We can create a plan that you complete on your own. We will be here if you have questions or need additional support.

When you intentionally plan for the future, you are more likely to meet your goals. You will also be able to navigate the unknown changes in life more confidently and securely.

Financial wellness does not happen without engagement from you. Active financial planning will help you meet your financial goals and make your retirement plan become less of a wish and more of a reality.

Estate and advance care planning is a gift to yourself and to your friends and family. You free the people you love most from the burden of making difficult decisions in a difficult time.