Catalyze Wealth Management
4 employees
3 years in business
About this pro
Over the years, we noticed that even the smartest people make small mistakes and miss opportunities in their personal finances. Whether it was because these families lacked the time to manage their finances or because their finances weren’t well-coordinated, these mistakes ultimately cost them time, money, and stress.
To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in life, our coordinated expertise can help you achieve your goals.
This not only requires the coordination of a team of experts, but also requires leveraging the latest technology to provide you with the ongoing insights, tools, and actionable advice you need to optimize your time and pursue your life goals with confidence.
We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to helping you understand that there is more to managing wealth than just managing investments. The comprehensive services we provide and our fee model reflect this reality.
Our services include:
- Financial Planning
- Tax Planning and Preparation
- Estate Planning
- Income Optimization
- Healthcare Planning
- Investment Management
- Second Opinions
You can learn more about the Catalyze team and the expertise we bring to your unique situation on our website.
I enjoy problem solving and helping people find solutions to their unique circumstances that allow them to have confidence as they approach and enter into retirement.
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Credentials
Carmel, IN 46032
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FAQs
What is your typical process for working with a new customer?
Our process is designed to help you (and us) make an informed and educated decision about working together. Learning about our process will give you a framework for evaluating us and other firms you might be considering. Here are the highlights:
- No Cost or Obligation - We want you to know exactly how we can help before you pay us a single dollar.
- 3 Big Answers - You will finish with answers to the three biggest questions about retirement.
Our Process:
1. Introductory Call
A 15-minute phone call to get to know one another and make sure our expertise matches your situation.
If we aren’t the right fit for you, we will make sure to introduce you to a firm who is better suited to your needs.
2. First Meeting - Get Acquainted
Like a doctor, it's important to diagnose before we prescribe. The purpose of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. Your answers to our questions, along with the documents we requested you bring will guide our analysis. The result will be plain-English answers to your most important questions.
3. Our Analysis
We apply our expertise and understanding of who you are to analyze your situation to answer three critical questions for you:
- Are you on track to reach your long-term goals?
- How can your tax bill be reduced?
- How can your investments be improved?
4. Second Meeting - Analysis Review
During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals. This is where you will see, in dollars and cents, how our firm can improve your finances. At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to think about it.
5. Think About It
We are interested in forming long-term client relationships. It’s important that you take as much time as needed to make a decision. Prior to deciding whether we should work together, you'll want to answer the following questions:
- Do I like/trust/respect the team at Catalyze?
- Will the benefits they provide exceed their cost?
- Do I understand and agree with their investment philosophy?
- Do their recommendations make sense to me?
6. Third Meeting - Get Started
During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client. Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.
To schedule an initial call or meeting, you can do so online at www.catalyzewm.com/schedule, by calling our office at 317-537-7526 or emailing me at [email protected]
What education and/or training do you have that relates to your work?
Members of our team are Certified Financial Planners, Certified Public Accountants and hold advanced degrees in law (JD), and personal financial planning (MS).
Do you have a standard pricing system for your services? If so, please share the details here.
Our fees for financial planning, tax preparation, estate planning, retirement income optimization, and other advisory services are based on the services you receive, complexity of your situation, and our ability to add value.
Our fees for investment management range from 0.5% to 0.1% annually.
Services offered
Accountants Bookkeepers Business Tax Preparation CPA Firms Financial Advisors Payroll Services Individual Tax Preparation Tax Accountants Tax Preparation Services Estate Planners