Helping Clients Manage Risks and Grow Assets.
Dee Turkalj Wealth Management Strategist
A Message from Dee
The global pandemic presented a unique opportunity to look at our lives and examine our priorities, values, and ideas that include the money related beliefs, habits, and attitudes.
The current market and economic conditions influenced by the global pandemic, point out to the world’s undeniable interdependence. Solutions to challenges facing humanity can be found only through integrated and sustained efforts of all humanity. Only together and moving forward with the focus on solutions, we can create a shared future based upon our common humanity and respect for the entire planetary ecosystem.
Our financial and investment choices ultimately have social and economic impact. Money can be a transformational vehicle for delivering values-based outcomes throughout the investment spectrum. Investment opportunities should be viewed as opportunities to make money while making a difference in the world.
I hope you will decide to use money as a transformational vehicle for delivering values-based outcomes in your own life and in the world.
All my best.
An Integrated Approach to Long-Term
Investing and Financial Planning
I am a Financial Advisor and a Certified Estate Planner. I help my clients assess their risks, and create and implement a financial plan that, if properly managed, can protect them from life’s ups and downs. A holistic approach to wealth (or money) management with a risk management plan, is what makes the difference.
When I am helping my clients with a complex long-term financial and estate plan, and helping them execute that plan in collaboration with other professionals from my network, I work in the capacity of wealth strategist.
I help my clients make better investment choices, maximize opportunities, and grow and manage their money or wealth in the ways that can prepare them better for the future.
With my client’s risk tolerance as well as their objectives, time horizon, investment preferences, personal values, and other important considerations in mind, I assess my clients’ risks and create a personalized financial plan that is suitable for them. In addition to financial planning, I provide guidance on investment options, estate planning needs, and insurance solutions. I show a big picture and guide clients through the process so that they know what they need to do, when and how. After speaking with me, my clients understand better how investments, taxes, and estate planning factor into their overall financial plan.
Generally speaking, you make better choices when you align your behavior, your decision-making behavior, and your investment behavior with your goals, with your sense of purpose, and with your values. Your purpose does not have to be some grand vision that changes the world. It doesn’t. In simple terms, your purpose is a sense of what you can do in life that gives you direction and makes you feel that your life has meaning. Managing your money and wealth in a way that is aligned with the things that give you greater satisfaction in life can bring you closer to that meaning.
Long-term financial and estate planning is an investment in yourself and your future, and with your investment choices you have the power to potentially influence the lives of generations to come– so choose wisely.