We have developed and refined a process over the last 20 years to work with families that aspire to a “work optional” lifestyle.
Have you ever tried to solve a jigsaw puzzle without the picture from the box lid? The Client Life Process is always being refined and updated as our clients’ lives unfold, and their goals evolve. This process enables families to live their lives with purpose and integrates wealth management with risk and debt management, tax planning, and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Each plan and puzzle is unique. Many of those pieces are not relevant to you or your plan at this time, but as your life unfolds and your needs evolve, Budd Wealth Management and The Client Life Process helps you pursue your financial independence.
The goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes, without apprehension. There is no “one-size-fits-all” solution when it comes to planning for your future. And because we’re an independent firm, we’re under no obligation to sell proprietary products or services. That means we’re objective and selective, offering only those investment products and services we believe are best suited to help pursue your financial goals.