Your Experience
Financial Management
that Fuels LIFE
We put money in its place
Working with clients across the wealth spectrum, we dispel the myth that money buys happiness. But used properly, money CAN fuel the What, Why and Who that really matter to you. At Ignite, we get clear on what sparks happiness in YOUR life and create an intentional plan to make it happen.
You Want A Partner Who…
- Paints the picture – Captures the values, vision & goals that are uniquely YOU
- Aligns your money & your life – balances the life you LIVE with the one you WANT
- Follows the KIS principle (Keep It Simple) – Zeroes in on the key decision points, not burying you under an avalanche of numbers
- Makes progress easy – To see & do
- Navigates change like a champ – Helps you respond to every ‘What If’ life sends your way
- Controls costs - Prioritizes YOUR wallet over theirs
It’s Our Passion
& Our Purpose
to Help You
Feel ...
What It’s Like to Work with Us
A one-of-a-kind approach designed to meet your needs
Create Order Cash Flow Planning 
Tax Planning 
Estate Planning 
Benefit Maximization 
Risk Mitigation 
Credit and Lending 
Investment Management Create Order
- Easily view where you are in relation to your goals
- Keep information accessible & manageable
- Transfer key due dates, milestones & life events to our calendar
- Clearly map your full financial picture
- Gather & organize all key financial data
Cash Flow Planning
- Compensation review and analysis of job offers and promotions
- Income and expense review
- Income structuring, planning, and management for minimum taxes
- Career exit planning
- Coordination of all income sources – work, military, child support, alimony
Tax Planning
- Annual gain/loss harvesting, tax package preparation, and coordination with CPA
- Tax analysis, modeling, and forecasting to minimize taxes
- Employer withholding recommendations and (W4, HSA, 401ks)
- Roth conversion, QCD planning, employer stock & cash award planning
- Charitable giving planning & execution
Estate Planning
- Review and map your estate plan and assets
- Align plan with current law and intent
- Ensure all assets are titled properly for seamless execution
- Guidance and support in the management of assets, income, and expenses of others (parents)
Benefits
- Employer benefit analysis and optimization
- Government and military benefit maximization
- Health insurance option analysis – early retirement or employer bridge
- Medicare and Social Security benefit maximization
- Retirement plan recommendations for business owners
Risk Mitigation
- Asset protection strategies
- Compliance with court orders, such as child support or alimony
- Protection strategies in real estate ownership
- Business launch preparation
Credit and Lending
- Monitoring of credit score & key financial ratios to maximize lending options
- Financing preparation & offer analysis
- Large purchase option forecasting & modeling
- Business start-up capital planning
Investments
- Investment research and portfolio management
- Management of employer retirement, health & stock plan accounts – 401(k), HSA, RSUs, Stock Options
- Concentrated positions
- Special asset coordination
Where Are You Now?
Emerging Executive
As you climb the corporate ladder, life gets more complex.
Compensation, benefits and the decisions you make become more complicated as your career advances. What’s the best next move for you and your family? Having a partner to clear through all the noise makes decisions easier so you can focus on what matters most.
Established Executive
With great success comes increased demands for your time, talent, and attention.
The sheer volume of decisions at work and at home can leave you feeling overwhelmed and off balance. Having a trusted partner to help relieve the pressure can give you back precious time and energy to focus on Who and What need your attention most.
Exiting Executive
You’re ready for a change. Time to decide the what, when and how.
Whether starting your own business or retiring for good, timing and planning are the keys to ensuring a smooth transition. Having a partner that knows the landscape ahead ensures you are prepared to take the leap.
We help executives from a wide range of industries
