Solutions

Financial Planning

  • Do you ever wonder if your life is going in the ‘right’ direction?
  • Are there past mistakes you feel are ‘unfixable’?
  • Are your dreams buried under obligations?
  • Do you know what you want to do at retirement, but you’re not sure how to get there?
  • Does every day routine leave no room for your priorities?

If you answered “yes” to any of the above, Financial Life Planning can help you find your way back to a life of purpose and passion. Traditional financial planning focuses primarily on numbers but Registered Life Planners® align Financial Planning with your personal values. Financial planning from a “life” perspective gives you clarity of purpose, empowering you to live the life you were meant to live. We’ll help you:

  • Take stock of your hopes, goals, and dreams,

  • Aggregate all of the moving parts of your finances (past, present, and future), and

  • Create a practical, dynamic plan employing your resources so that you can have a satisfying, bountiful, life.

Financial Life Planning is financial planning done right. If you’re not absolutely sure you’re making the best financial decisions possible for you and your family, wouldn’t you like a second opinion? Click here to schedule your no-cost, no-obligation free appointment.

 

Investment Management

It doesn't matter what you've read or heard; proper investing is not brain surgery. Behavior is what trips you up every time, but the problem is not easy to recognize or correct on your own. Before you invest, you need a plan that will override pitches from sharp salesmen and the "experts" on finance forums. So how do you put a plan together? That's where we come in.

At Fox & Company Wealth Management, we are Fee-Only advisors and wealth managers focused on investing according to a logical, purposeful plan. We show you how we use the stock market so that you can actually break the cycle of "Buy and Hope". You will learn what risky investing is and how to reduce your risk while growing your wealth. Curious how we invest your money?

Are you tired of being just another client to someone who gets paid based on what you buy and how you invest? Or would you rather have a relationship with experienced wealth managers who will work as hard for you as for their own family members? And just like family, we'll shoot straight with you, even if the truth hurts.

Find out more about our investment management services by clicking here for a complimentary no-obligation meeting.

Our process

At FWM, all wealth management services are plan-driven. Just as your doctor wouldn’t write out a prescription or recommend a course of treatment before making a diagnosis, wealth management has no one-size-fits-all solutions. We never make a recommendation without a “diagnosis”, nor do we invest your money without an intimate understanding of your financial background and concerns. Once we agree on a plan of action, we are then able to employ your resources to their best advantage to accomplish your financial objectives.

You may be wondering what makes us different from the typical financial advisor. You’ve come to the right place to find out!

Whether you’re just around the corner or across the country, FWM has the experience and systems in place to take your finances from “What if?” to “Why not?” with a minimum of disruption to your busy schedule.

 

 

One Time Engagement

There may be times when you simply need a few hours of help and not a lifetime relationship. For those instances, we provide advice on an hourly or fixed-fee basis. Some areas that we can assist are:

  • Estate plan review and/or assist with establishing one
  • Investment portfolio evaluation and recommendations
  • Cash flow planning including establishing a budget or debt reduction plan
  • Business succession planning
  • Assessment and recommendation for business retirement accounts
  • Employee investment education
  • Pre-retirement checkup
  • Tax return review for a second opinion

Rates range from $150 to $250 per hour, with a two hour minimum.

Fox CPAs

Johanna began her professional career as the owner of a CPA firm. That firm, Fox & Company CPAs, Inc., now shares office space with Fox & Company Wealth Management in both Mayfield and Paducah, KY. Although still the principal owner of both firms, Johanna has brought in an experienced partner for each firm as part of her own succession planning. Clients of Fox & Co work with a team of advisors working together for one goal: to make your life simpler and give you a complete “one-stop” financial solution.

Fox & Co, CPAs serves clients from coast to coast in the United States and in Mexico in such matters as:

  • Business startups (choice of entity, contracts, set up bookkeeping systems)
  • Choice of employee benefit and retirement plans
  • Year-round tax preparation, planning, and implementation
  • Succession planning
  • Multi-state taxation
  • Virtual office/BackOffice Accounting (payroll, sales tax, accounts payable and receivable, banking, and comprehensive bookkeeping and reporting)

Co-clients of both Fox & Co CPAs and Fox & Co Wealth Management will be assisted by a team made up of a member of each firm. Your team members will not change unless absolutely necessary. Other team members will be informed of your situation, however, and available to help if necessary.

If you are looking for an experienced, attentive, professional team standing ready to coordinate and simplify your advice from taxes to financial planning and beyond, schedule an appointment to learn more.