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Financial Planning

for Maine’s Planners, Dreamers, and Doers

Custom-Built Financial Plans for Mainers

Finding the time and energy to develop an effective, long-term financial plan can be challenging for most Mainers. For some, the task of simply starting the process can be downright intimidating.

This fear and loathing many of us feel when confronted with the idea of planning for the future probably explains why, according to Charles Schwab’s 2019 Modern Wealth Index Survey, only about 25% of Americans have a written financial plan.

August Wealth Management, LLC was created to help everyday people find comfort and confidence in their financial situation. Using our proprietary L.I.F.E. process, we work with each of our clients to build an individualized, purpose-based plan for their future.

No matter what financial stage you are at in your journey, we’re confident we can help you chart a course for the future.

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Building Blocks for a Solid Financial Plan

No two individuals have the exact needs. Once we have taken the time to assess your financial situation and have a clear understanding of your goals and objectives, we will leverage the following building blocks to help build a rock-solid financial plan.

  • Cash Flow Management
  • Retirement Preperation
  • Estate Planning
  • Education Planning
  • Insurances
  • Plan Rollers

Planning Your Financial Future

Our financial planning process starts by taking some time to get to know each other. During our initial calls, you can determine if there is a good alignment between your needs and are our firm’s strengths. As part of these conversations, we encourage you to ask questions so you feel comfortable and confident about working with us.

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Building Blocks for a Solid Financial Strategy

Once we’ve established a client/advisor relationship, we will begin developing a customized financial plan using our L.I.F.E. process.

L
I
F
E
Lay the Foundation
Information gathering and organizing are critical to building a sound foundation for your financial future. During our first client/advisor meeting, we will work together to overview your financial situation, identify your assets, and discover potential opportunities to improve your overall financial health.
Identify Your Goals
As part of our initial client/advisor meeting, we will discuss your short and long-term goals. Over the years, we’ve helped our clients realize dreams of every size – from taking a dream vacation to Milan to building a trust for their family.
Focus on Your Future
After taking the time to understand your finances and goals from every angle, we present you with your customized Financial Plan. As the blueprint to your financial future, this plan guides us and influences our recommendations throughout our relationship.
Execute and Evaluate
Once executed, we will continue to meet regularly to monitor and evaluate your plan. While tracking your progress, we will adapt your strategy as needed to ensure that we never lose sign of your big picture.

Is August Wealth Management a Good Fit for Me?

Over the years, we’ve identified three characteristics among those who benefit the most from working with us. We call them the Planners, Dreamers, and Doers. It’s important to note that in many cases, these traits overlap.

Planners

Our Planners are highly organized individuals who know a sound financial plan is a secret to long-term success. Most already have some financial plan, but they lack the experience of adequately navigating the nuances that come with a comprehensive wealth management strategy.

Dreamers

The Dreamers come to us because they already know their end game. Whether their goal is to buy a retirement home in Acadia, travel the world, or leave a legacy that their family can enjoy for years to come, they want to be sure they have the resources to live their best lives.

Doers

The Doers come to us because they are busy living their lives. More often than not, they are balancing their work/life responsibilities and don’t have the time or energy to devote to developing a comprehensive financial plan.

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