WEBVTT Kind: captions Language: en 00:00:00.200 --> 00:00:03.800 Hello and welcome to Martin Wealth Management. I'm Laura Martin Miri, a 00:00:03.800 --> 00:00:06.300 second-generation financial advisor. 00:00:06.300 --> 00:00:08.460 My journey into wealth management began 00:00:08.460 --> 00:00:12.210 many years ago at the family kitchen table, where the latest stock market news 00:00:12.210 --> 00:00:14.260 was the topic of dinner conversation. 00:00:14.260 --> 00:00:16.440 Since 2006 I've been a financial advisor 00:00:16.440 --> 00:00:18.480 offering top-notch investment advice 00:00:18.480 --> 00:00:20.369 that builds on my commitment to education. 00:00:20.369 --> 00:00:24.840 After getting degrees from UC Berkeley and Columbia University, I continued my 00:00:24.840 --> 00:00:28.349 education at the Wharton School of Business becoming a certified investment 00:00:28.349 --> 00:00:32.360 management analyst. I'm also a certified financial planning professional. 00:00:32.360 --> 00:00:35.860 Martin Wealth Management is an independent advisory practice. 00:00:35.860 --> 00:00:39.340 We manage investment portfolios and offer planning advice for our clients. 00:00:39.340 --> 00:00:41.160 We advise individuals and families 00:00:41.160 --> 00:00:44.800 on how to enjoy life while balancing the need to plan for the future. 00:00:44.800 --> 00:00:48.260 For our advisory clients, the process at Martin Wealth Management is summarized in these steps. 00:00:48.260 --> 00:00:51.300 First, we'll start by getting to know each other better, to find out what's 00:00:51.300 --> 00:00:55.640 most important to you, learn about your family situation, and your approach to money. 00:00:55.640 --> 00:00:59.360 As we gather this information we'll work on setting your goals. 00:00:59.360 --> 00:01:01.040 How do you want to take care of your family? 00:01:01.040 --> 00:01:04.020 As an individual, what do you want your legacy to be? 00:01:04.020 --> 00:01:06.320 What do you want your wealth to accomplish? 00:01:06.320 --> 00:01:10.480 As with any journey, a roadmap is essential to helping reach your destination. 00:01:10.480 --> 00:01:13.820 To create your roadmap, we'll analyze your current financial picture. 00:01:13.820 --> 00:01:18.280 Assets, liabilities, cash flow, investments, insurance, 00:01:18.280 --> 00:01:21.980 tax strategies, estate planning, charitable giving. 00:01:21.980 --> 00:01:25.240 This shows us what we have to work with and what we need to develop to help you 00:01:25.240 --> 00:01:26.740 reach your financial goals. 00:01:26.740 --> 00:01:29.400 Next, we develop a plan. Your roadmap. 00:01:29.400 --> 00:01:33.200 We'll explain the pros and cons of our recommendations, considering alternatives so 00:01:33.200 --> 00:01:37.840 that you can make an informed decision, that truly reflects who you are, 00:01:37.840 --> 00:01:39.520 while pursuing your goals and needs. 00:01:39.520 --> 00:01:41.160 When you're ready to implement your plan 00:01:41.160 --> 00:01:44.040 we'll decide what action steps need to be taken. 00:01:44.040 --> 00:01:46.180 Finally, the most often overlooked step 00:01:46.180 --> 00:01:49.960 is monitoring. We're your partners along your entire financial journey. 00:01:49.960 --> 00:01:52.860 We'll review your investment plan, to help you stay on track. 00:01:52.860 --> 00:01:57.020 When calculating your route is needed and recommending any changes that need to be made. 00:01:57.020 --> 00:01:59.380 We understand that every client is unique. 00:01:59.380 --> 00:02:01.340 Creating wealth is one part of the journey. 00:02:01.340 --> 00:02:04.800 Planning for future wealth transfer is just as important 00:02:04.800 --> 00:02:06.680 as guiding the younger generation today. 00:02:06.680 --> 00:02:08.800 Martin Wealth Management's clients benefit 00:02:08.800 --> 00:02:12.160 from our education, experience, and specialization 00:02:12.160 --> 00:02:14.800 and helping every generation reach their financial goals. 00:02:14.800 --> 00:02:17.280 I look forward to meeting you, so contact 00:02:17.280 --> 00:02:20.700 me for a complimentary consultation to see how we can help you with your 00:02:20.700 --> 00:02:25.850 roadmap to financial well-being, for you and for your family.