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Financial and Family Planning

Take Control of your Destiny.

We understand that investors have different objectives at different stages of their lives. Our financial and family planning strategies are designed to help you and your family pursue your specific financial goals, whether they include capital preservation, income, tax-advantaged, growth, or access to uncorrelated investments.

We incorporate a comprehensive financial picture of the client and family, reflecting the ownership of private businesses, passive income, concentrated stock holdings, real assets, and liquidity needs.

We believe that investment management is a key element of the broader family well-being, but not the only one. Understanding this and being experienced, professional advisors, we are often involved in family decision-making relating to estate planning, life insurance, charitable giving and philanthropy, as well as tax and legal planning.

NOTE: Drishti Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation. 

Financial Planning

Investment Portfolio
Liquidity, Budgeting and Debt Analysis
Ownership of Private Businesses
Real Estate, Alternative Investments and Misc. Assets

 Family Planning

Estate Planning
Philanthropy and Charitable Gifting
Wealth Transfer and Insurance Planning
Tax Planning


We offer our clients a holistic financial planning approach to help them maintain overall financial health and pursue multiple - and often competing - financial goals.
Whether it’s a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring. 


A comprehensive approach to fully
evaluate and prioritize your finances

Areas of Focus:
Comprehensive Financial Planning

 •  Detailed-Cash Flow Forecasting
 •  Retirement Income Planning
 •  "What if” Scenarios
 •  Multiple Goal Analysis
  Education Planning
 •  Risk and Insurance Analysis
 •  Tax Planning

 •  Charitable Giving

 •  Basic Estate Planning
 •  Third Party Professional Coordination

Initial Plan/Setup: $4,000+

6  month engagement


Take complete control of your
financials and build your legacy

Areas of Focus:
Complex Comprehensive Financial Planning

Advanced Services Plus:
•  Advanced Investment Strategies

•  Wealth Transfer Strategies

  Estate Tax Mitigation

• Family Financial Education
  Stock Option and RSU Analysis

•  Family Foundations and Philanthropy
  Business Owner Planning
  Investment Property Analysis
•  Complex Trust & Insurance Strategies

Initial Plan/Setup: $6,000+

12 month engagement

our hourly consulting rates are available on an
as needed basis - $500/hour

Focus, Stability, Balance During Transition