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We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

180 Day Investment Process

_{Breakaway Wealth Management’s 180-Day Plan provides clarity, confidence, and a structured path toward your financial goals.}

180-Day Investment Process

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Day 1

Discovery Meeting

Understand your goals and financial priorities.

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Day 30

Proposal / Retirement Sample

Initial strategy and projections.

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Day 60

Onboarding

Accounts opened and setup begins.

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Day 90

Account Consolidation

Streamlining existing accounts.

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Day 120

Create Financial Plan

Personalized strategy built.

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Day 180

Monitor & Review

Ongoing plan optimization.

Life is full of events that can affect your financial situation. Some of these events can be anticipated, while others may take you by surprise. As your financial advisor, we want to help you prepare for these events and make informed decisions for your financial future.

Here are some of the major life events that you may encounter, along with some steps you can take to manage them:

Update your estate plan, including your will and powers of attorney.
Review your insurance policies and update your beneficiaries if necessary.
Consider joint accounts and assets.
Discuss your financial goals and expectations with your spouse.

Review your mortgage options/ consider tax implications of the sale or purchase.
Plan for your next housing situation, including potential moving costs.
Consider the impact on your budget and financial goals.
Review your homeowner's insurance coverage and update if necessary.

Adjust your budget to accommodate for the new expenses.
Update your insurance policies and consider purchasing life insurance.
Start planning for college savings.
If adopting, consider the adoption fees and legal costs.

Review retirement accounts, 401(k) rollovers, or IRAs.
Consider the benefits package (health insurance, retirement benefits).
Plan for any potential gaps in income during the transition period.

Review your tax situation and consider your tax liability on your inheritance.
Consider any legal obligations (paying off debts, wishes of the deceased).
· Speak to us about investing or saving your inheritance.
Review your estate plan and update it as needed.

Discuss your parents' wishes and preferences for care.
Review their financial situation, including income sources and expenses.
Consider any potential long-term care needs and associated costs.
Review their estate plan and make sure it reflects their wishes.
Consider legal issues such as power of attorney, guardianship, or conservatorship if necessary.

Review your insurance policies, including health insurance and disability insurance.
Consider your income sources and create a plan for managing your finances during the illness or disability.
Create a plan for long-term care.
Review your estate plan and update it as needed.

Update your estate plan, including your will and powers of attorney.
Review your insurance policies and update your beneficiaries if necessary.
Consider splitting joint accounts and assets.