EmberHouse goes above and beyond to help you feel informed. We Will...
Patiently guide you through the data-gathering process so you don’t feel overwhelmed. We will draw you a map of what documents you need and where to find them. We’ll even hire professionals to come over and help you if necessary.
Hire professional organizers to help you create home filing systems that you can easily maintain -- keeping your important information at your fingertips.
Tailor reports to your unique situation, goals, learning style and personality. If the information is easy to digest, it is easy to act on.
Connect you to therapists who can help you understand and adjust your impulses, or provide couples’ counseling so you and spouse can discuss finances in a more healthy and productive way.
EmberHouse shows you the big picture -- what you own, how much it is costing you, what you can expect in terms of returns in the current market or if the market turns. And, we do it all in plain English. No jargon. No sports analogies (unless you like sports analogies).
EmberHouse won't rest until you feel grounded. We Will...
Create feedback loops that reward you when you make progress -- but call you out when you overspend.
Coordinate life coaching and/or therapy sessions to cheer you on, hold you accountable and help you understand how you got to where you are so that you can avoid relapse.
Guide you towards the right savings accounts for your unique goals and lifestyle, and recommend how much you should keep in the accounts.
Share a detailed, individualized debt analysis to determine the right savings and investment levels and mix for you.
Provide professional coaching to increase your income & career potential -- whether it is helping you refine your resume, impress at interviews or navigate salary negotiations.
EmberHouse explores and pinpoints how much risk you are truly okay with to strike the balance between high returns and sleeping soundly at night. We want you to feel truly grounded about your portfolio.
I can stand on my own two feet. More money comes in than goes out each month. I no longer feel buried or behind. I am financially unencumbered and can withstand the unexpected.
2
Not confident that you have conquered this step yet?
If you're frozen on this step, you might be thinking...
"I’m not sure how to approach my charitable giving – I wind up feeling guilty whether I donate or not. Giving dollars without a plan feels scattered, but I never find the time to think about which causes are most important to me. I’m not certain that my contributions make a real difference."
"I’m doing fine -- shouldn’t I feel happier?"
"When I have to choose between two important expenses -- like a family vacation or a kitchen remodel -- I feel anxious and paralyzed."
"I don’t really have anything to complain about, but I feel like something is missing"
EmberHouse goes above and beyond to help instill your values in your financial decisions. We Will...
Show you how to incorporate your values into end-of-life wishes for proactive estate planning.
Brainstorm a bounty of new ways to translate your values into meaningful action.
Help you develop a personal or family mission statement.
Get to know your inner money-monologue or money scripts, understand what shaped them and whether they are keeping you from aligning your values with your financial habits.
EmberHouse ensures your portfolio’s risk level reflects your goals and priorities -- whether those priorities include luxurious, spontaneous vacations or planning for a loved one’s education.
EmberHouse keeps working until your plan is tested, tried and true for you.. We Will...
Survey your values and assess your progress at every single meeting. It’s nice to know where you are.
Check your plans and goals against our “Life List” to make sure you are always prepared for and protected against the uncertainty of major life events.
Review your focused financial plan at every meeting -- you’ll never lose sight of your goals or accomplishments.
EmberHouse wants to help you achieve, but we are also always ready for your plans or priorities to change. If they do, we’ll be standing by to reexamine and adjust your asset allocation and risk levels as needed.
I am devoted to staying on track. When my path seems unclear, I reexamine -- measuring my actions against my priorities. I’m not just passing, I’m prospering.
5
Not confident that you have conquered this step yet?
Congratulations! If you’re here, you have reached financial harmony.
"I have everything I need and want with a little left over."
"Goodbye money anxiety, I can approach financial decisions with a sense of peace and calm."
"Money is my friend, not my enemy, and won’t drive a wedge between me and anyone else -- not my spouse, a friend, my check-splitting coworker or a cookie-wielding girl scout."
