Where most people startCash flow, retirement, big decisions
ExploreFinancial planning
A written plan that ties your income, savings, retirement and big decisions to the life you want.
Written planCash flow and retirementReviewed every year
Estate and legacy
What you leave,
arranged with care.
We help you set out what should happen to what you own, check that your accounts actually say so, and bring your attorney the questions that need a legal answer.
With your attorneyThe Grove approach
Your wishes, reflected
in every account.
A will says one thing, a beneficiary form on an old retirement account says another, and the form usually wins. Mismatches like that are common, and they tend to surface when they can no longer be fixed.
Grove does not draft legal documents. We review how your accounts are titled and whom they name, set out your wishes in plain words, and coordinate with your estate-planning attorney on the rest.
What we look at
Where the work
goes in.
Four areas we cover in every estate and legacy conversation.
Beneficiaries
Every account and policy that names a person, checked against what you want today.
Account titles
How each account is owned, and what that means if you die or can no longer manage your affairs.
Gifts during life
Helping children or causes now, and how that fits with what remains for later.
Notes for family
Where things are kept, whom to call and what you hoped for, written down for the people who will need it.
What you leave with
Clear outputs,
in writing.
- A beneficiary and title checklist
- Your wishes, summarized in plain words
- Questions for your estate attorney
- One file your family can find
Questions we will ask
Come ready
to talk about.
- When were your will and beneficiary forms last updated?
- Who would manage your affairs if you could not?
- Are there people or causes you want to provide for?
- Has anything changed since your documents were signed?
Planned alongside
Connected
services.
Where most people start
Every account in viewPortfolios with a purpose
ExploreInvestment planning
Portfolio decisions tied to your goals, your timeline and the amount of risk you can live with.
Goal by goalRisk you can live withCosts explained
Your next step
Build on a steadier
financial footing.
Start with one focused conversation about what matters to you, what is changing and where a clearer picture would help.