Financial Planning

Benewealth financial planning presentation

THINK OF IT LIKE HAVING A COACH IN YOUR CORNER

Benewealth Team

Meet Your Coach

As your financial planner, Kelly McAuley is your coach, giving you answers in a language you understand and tools you won’t be able to live without. She is your advocate in the room with all of your other advisors. She is your cartographer as she maps out the plan that’s going to take you from here to there.

Benewealth Employee Benefits

Growing the Relationship

At Benewealth, we think of financial planning as a relationship rather than a service, and it begins by getting to know you in ways your financial planner has to. So she digs through the files. She asks questions you might not have been asked before, but she lets you set the pace. She creates an inventory of everything. And she means everything.

Along the way, she’s right beside you

Once Kelly understands your affairs inside and out, she builds a plan driven by what’s best for you. Tax strategies and trust are important too.

KNOWING FULL WEALTH

What does it mean to you?

If it means both peace of mind and preserving your wealth because you’ve got an independent team of experts giving you exceptional advice and results—not to mention taking all the stress and time of it off your shoulders—we’d love to talk.