Flexible financial planning that shapes your future

Financial Planning

Financial planning that future-proofs your life with solutions tailored to your changing needs and goals.

Future Proofing Your Life

A detailed financial plan that guides you decisively in the right direction is the first step in realizing your ultimate financial goals.

The Madelor financial planning process begins with a comprehensive review of your current financial landscape, identifying areas to address and deciding on the most practical and effective way forward. A well-executed financial plan is not just about getting from A to Z – it's about ensuring you are fully protected on the way there.

Here to Help

At Madelor, we're fortunate to have a team of seasoned financial planners who are experienced, committed to your financial success, and who will help you understand the bigger picture. Financial planning includes many elements, including tax considerations, estate planning, charitable giving strategies, and other issues.

Whether you have concerns about concentrated equity holdings or options, are experiencing life changes, are planning for retirement, or have other matters you want to discuss, we are here to help.

Estate Review

Estate planning ensures your wealth is passed smoothly and efficiently to the people and causes you want to benefit. We help you with the complexities of wills, trusts, and other ways of protecting your wealth for future generations.

Funding Education

Paying for schooling can be a financial strain, so whether you intend to fund a child's education costs or your own, we can help you find the best way.

Retirement Planning

Retirement should be a time of relaxation and comfortable living. Madelor helps you set realistic retirement goals, work out how much you need as a nest egg, and ensure you are set to enjoy your later years.

Concentrated Stocks/Options

If you have a substantial percentage of your wealth in concentrated stocks or company options, looking at strategies to diversify and reduce risk will help you protect your wealth and maximize your growth potential.

Income Changes

Life is a series of changes and events that can impact your income, so if you are experiencing a change of career, marriage, divorce, or other significant life events, we are here to help you prepare for whatever happens.

Family + Charitable Giving

If you want to provide for your loved ones while giving back to your local community or causes you are passionate about, we help you balance your family's financial security with your charitable ambitions.

Once in place, a financial plan should be considered a living document and revisited periodically to keep it current.