BUILD YOUR INCREDIBLE FUTURE
You’ve done well so far. Now it’s time to make your wealth work harder for you. Partnering with doncaster Wealth can help you simplify the complexity of your financial life. put simply, we help you avoid mistakes, create options for the future, and execute.
our clients can answer these questions. Can you?
Clarity: Do you know where all your assets are and how they work together? How much you are actually spending? We can help you know exactly where you stand and how things are working.
Investment Planning: What is your overarching investment plan? How tax-efficient is your strategy? Your investment plan should be as unique as you are, not an inefficient firm-wide cookie cutter strategy.
Cash Flow: How much is coming in, how much is going out, and how much are you saving? Improving cash flow efficiency can dramatically improve you plan.
Charitable Giving: Do you know how much and when you give to your church or charity? Could you help even more? We can help you tax efficiently improve your charitable giving and right-size your giving strategy.
Your trajectory: How healthy is your retirement plan? The kids’ or grand-kids’ education plans? Know both the short term and long term route that you are on, and develop options for when things inevitably change.
Tax Planning: Is your current tax plan only looking through the rear-view mirror? Do you have a strategy to reduce taxes in retirement? Build a plan that reduces your lifetime (and generational) tax bill.
RSUs, Options, and Bonus: Do you have a coordinated approach with stock compensation, or does your strategy boil down to hope? We know how to help you maximize your RSUs, ESPPs, options, and bonuses.
Accountability: Are you challenging yourself to build what you are capable of? Is the estate plan updated? Insurance in place? We help you execute what needs to be done, and help you get where you otherwise will not.
WHO WE HELP
Executives
physicians
retirees
intangible and tangible solutions
INTANGIBLE
Confidence that your plan will work, regardless of life or situation changes.
A team that lets you learn from the mistakes of others. Your next financial challenge may be your first, but not ours.
Proactive planning: see potential problems before they arise.
Elimination of unease around RSUs and Stock options.
Save time and headaches: spend more time with family and friends, have fun, and improve professionally.
Second set of eyes and opinions on the one-offs: home and car purchases, gifting, donations, etc.
Financial Accountability:
Save the right amount for your future.
Take profits when appropriate.
Take on the right amount of risk in your investment accounts.
Check off the to-do’s you’ve been putting off (estate planning, insurance policies, etc.).
tANGIBLE
Tax saving strategy: this alone should recoup fees many times over.
Appropriate investment approach: improve returns, obtain the right level of risk based on your goals and timeline.
Asset location: hold assets in the right places to reduce taxes.
Gain/Loss harvesting: reduce taxes now, and position yourself for future tax savings.
Spending strategy: we help you think this through beforehand to save taxes and reduce opportunity cost.
Cash management: earn the maximum on the appropriate amount of cash.
Lifetime tax bill planning: create a plan with the lowest lifetime tax bill.
Client calendar: accountability to actually improve throughout the year.
Ready to start building?
BOOK YOUR CALL
Hop on a free, no-pressure 15-minute conversation to see if we are the right fit for you. We’ll listen to the future you want to build, and see how we can help.
build your plan
We’ll work together to help you know where you stand, your trajectory, and where you can go. You’ll have an actionable plan tailored to you.
execute
With your plan in hand, we’ll help you get on track and stay on track. We’ll be there for you as life twists and turns and to help you make solid decisions.
Doncaster Wealth vs. Big Box firms
We might be a good fit if you want:
Your portfolio to be focused on you
Enhanced tax strategy to keep more of your own money
Personalized wealth strategy to meet your goals
Planning over decades for you and your family
Open architecture with no quotas
We’re probably not a good fit if you want:
A portfolio that is built for the firm, not for clients
Tax planning as an afterthought
Cookie cutter plan that fits in a packaged box
Short term thinking to ‘beat the market’ quickly
Quotas, commissions, and captive/proprietary products
WAYS TO WORK WITH US
Second Opinion and Plan
Organization of your financial life
Full Wealth Plan
Know where you stand, your trajectory, and recommendations
Execution and implementation is up to you
$3,000+ based on complexity
one year plan and implementation
Full Wealth Plan and collaborate for a year
Accountability to get things done
Unlimited questions, emails, and answers.
‘Test-drive’ complete wealth planning.
$5,000+ based on complexity
complete wealth planning
We partner with you to build your Full Wealth Plan, execute and sustain your plan.
Personalized wealth management
Tax-efficient investment strategy
Proactive planning
Generational and Charitable planning
$0-800k: 1.2%
$800k - $5M: 0.70%
$5M+: 0.40%