Live the Life of Your Dreams
Seneschal Advisors, LLC provides financial planning services. But we’re more than that. Our clients tell us that some of the most valuable work we do with them is organizing and simplifying their financial affairs, and helping them clarify the values and purpose they want to bring to their financial decisions. We think of this as more than just financial planning. We think of it as helping clients live the lives of their dreams.
Our Legacy Planning services are focused on wealth preservation and stewardship. We cover all the traditional areas of financial planning, which include:
- Asset and Liability Management – What resources and debts do you have? How can your liabilities be minimized? How can your assets grow?
- Cash flow and Tax Management – What are your lifestyle needs? How can your taxes be minimized during your lifetime and at the time of wealth transfer?
- Risk Management – What are your needs for insurance? How can the insurance expense be minimized?
- Retirement Planning – When will you leave the workforce? What lifestyle do you seek?
Integrated throughout these services is a focus on connecting financial decisions to life purpose. In this way, we also build a Legacy Plan that reflects your goals for contributing to a better world, and to the well-being of your family and community.
Our Compensation
We charge clients a flat annual fee based on the complexity of their financial affairs. This fee covers initial planning, which in the first year may require intensive work together for the first six months. Thereafter, it covers quarterly updates, monthly coaching, annual replanning, and full-time access to Seneschal Advisors’ consulting staff as needs or questions arise. This fee orientation assures you of the objectivity of our recommendations when it comes to strategies for or transactions in your financial portfolio.
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