The Simple Sum Competitors

“Families of affluence have different concerns, different risks and different options than many others. As a result, they also need advisors who are not only familiar with those requirements but who are also equipped to work with them.” Allison Maher and Tom Sorge have worked together for over 10 years, helping high net-worth individuals, families and businesses find clarity for their vision, values and goals pertaining to wealth. The unique Legacy Wealth Optimization System™ they apply delivers impressive results and is the cornerstone of their work. In a market and business environment where trust seems to be dwindling, and complexity is increasing, we chose to create a firm that could amplify the impact of our clients’ existing professional teams. Family Wealth Coach serves as a strategic resource for you, your family and your advisory team. We counsel families of affluence and their interests, including entrepreneurs, family offices, private businesses and private foundations. In many cases our clients employ excellent professional resources. But in the absence of a unifying strategy that harnesses the full capacity of those professionals, it is surprisingly easy for wealth to erode, or be exposed to undue and unnecessary risk. At Family Wealth Coach, we help our clients create and execute a strategy of clarity. The results are powerful. When having a clear perspective which takes precedence, families are able to develop a plan that accomplishes three core goals: Maintain sufficient resources to protect financial security and lifestyle Allow families to transfer what they have, to whom they want, when they want, and the way they want Distribute their social capital in a manner consistent with their personal values

The Money Manual was launched in 2017, and is dedicated to educating the next generation of women investors. With the unprecedented interest in investing underfoot, and the democratization of investing taking place, we want to make sure women don’t get left behind. A few of our goals as a site: 1. We want to do everything we can to encourage women to invest, and to do it as early as possible, and as often as possible. The earlier women do it, the more they will utilize the power of compound interest. Encouraging the habit of investing is also important to truly get on the path to growing wealth. The old days of putting your money in a savings account and watching it grow into a big chunk of change are over. We want to help educate our readers that when they “save money” they should really then be investing it. 2. We want to open up the conversation around investing. Talking about investing shouldn’t be a boy’s club, it should be an everyone is welcome club. We hope that by starting the conversation our readers will continue it with their friends, family, and well, everyone! 3. The tools and resources available to investors today are complete game-changers. Want to buy a share of Tesla today? It’s as easy as buying a toothbrush on Amazon. We want to help our readers pick the best tools for their situation, and utilize them to their fullest? One example? Just turning on auto-investing has been proven to be highly effective in helping people grow wealth over time. Part of The Aragon Company. Learn more at https://aragonco.com.

Finance Mentor is the premier financial coaching management system. Finance Mentor is designed to revolutionize one-on-one coaching and mentoring experiences – serving as a dynamic bridge between coaches and clients. Finance Mentor is created and managed by Red Toad Software.www.RedToadSoftware.com