Services

Global Impact Wealth Management is a full-service financial planning and investment management firm. We serve individuals and families who desire to make sure their finances are helping them live their purpose.

 
 

Financial Planning

It all starts with a plan. Research shows that those who have a written plan are significantly more likely to achieve their goals, and reduce financial stress and anxiety.

  • Your plan is personalized and specific to your life, goals, dreams, and values.

  • It is a “living document” in that we will continually update and refer to the plan throughout our partnership.

  • It covers: family, assets, liabilities, insurance, retirement, estate planning, investment management, and college planning.

  • We can model other specific scenarios as needed.

 
 

Investment Management

Proper management of your investments is a complex process. We take a holistic approach to managing assets factoring in portfolio construction, tax management, and alternative investments. We will work with you so that:

  • You understand all aspects of the portfolio before implementation.

  • The portfolio is properly diversified across multiple asset classes.

  • We invest in a tax-managed manner where possible to enhance overall returns.

 
 

Cash Flow Planning

The purpose of cash flow planning is to provide a clear picture of the timing and amount of cash coming in and going out. By analyzing and projecting cash flow, individuals and families can make informed decisions about budgeting, spending, saving, and investing. Some common questions:

  • Do I have enough to retire?

  • Can we take time off to travel?

  • Can I start a business?

  • Should I downsize? Could I live overseas part of the year?