Financial Planning & Investment Management
Clarity, stewardship, and intentional planning – designed to support the life you’re building and the legacy you’re creating.
The Freyr Group Financial Plan:
Discovery
Collaboration
DESIGN
SUPPORT
Implement
We start with a conversation to understand your story - your goals, family, finances, and what matters most
Discovery
Discovery
Collaboration
DESIGN
SUPPORT
Implement
You receive a comprehensive financial plan that outlines strategies for investments, tax planning, retirement, and more.
Design
Discovery
Collaboration
DESIGN
SUPPORT
Implement
Together we put your plan into action - from portfolio management to tax strategies - while coordinating with your other professionals.
Implement
Discovery
Collaboration
DESIGN
SUPPORT
Implement
As life evolves, we meet regularly to adjust your plan, update strategies, and ensure you stay on track toward your goals.
Support
Ongoing Advice
Investment Management
We design and manage transparent, goal-aligned portfolios with ongoing monitoring and rebalancing.
We provide continuous guidance and collaboration to keep your plan aligned as your life and goals evolve.
We create personalized financial plans that bring every part of your life—retirement, cash flow, and estate goals—into one clear roadmap.
Financial Planning
The simple plan to wealth
Financial planning works best when it’s proactive, not reactive. While every client relationship is ongoing, we typically anchor planning around two core meetings each year, with optional touchpoints depending on life changes, tax opportunities, or complexity.
Our Annual Planning Rhythm
- Net worth and balance sheet update
- Cash flow and savings review
- Retirement contribution planning (401(k), HSA, Roth strategies if applicable)
- Investment allocation review and adjustments
- Account, titling, and beneficiary review
- Insurance planning review (rotational, approximately every two years)
Annual Planning & Strategy Reset
(Nov-Dec)
(Jan-Mar)
(Apr-June)
(Aug-Oct)
- Prior-year tax return review and planning takeaways
- Withholding and estimated tax review
- Capital gains planning
- Equity compensation activity (RSUs, options, vesting)
- Education funding review (529 planning)
- Planning updates due to career or life changes
Tax Review & Life Event Check-In
(Nov-Dec)
(Jan-Mar)
(Apr-June)
(Aug-Oct)
Investment oversight and portfolio management throughout the year. Outside scheduled meetings, we’re available as questions come up or life changes occur. When something meaningful changes, we adjust the plan and coordinate next steps.
Ongoing Activity
Accountability
Customization
Every recommendation is designed around your goals, lifestyle, and financial priorities. We don’t believe in cookie-cutter strategies; we create tailored solutions that evolve as your needs do.
We don’t just create a plan—we help you implement it, with ongoing check-ins and clear progress toward the results that matter most to you.
You’ll always know what comes next. We map out each step from the start, so you can make confident decisions with total clarity and no surprises.
Clarity
Partnership
You don’t have to do this alone. We work closely with your CPA, attorney, and other trusted professionals to keep your entire strategy aligned.
We’ve refined our approach to make complex decisions feel simple and strategic. Every step of our process is built around collaboration, clear communication, and measurable progress—so you always know where you stand and where you’re headed next.
Why Our Process Works
Plan With Purpose –
Let’s Start the Conversation
CONTACT US
Financial planning is a long-term relationship. If you’re ready for trusted advice designed around your goals, values, and future – we’d love to talk.
