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.
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.
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.
Schedule a Consultation
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.
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.