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Personal Finances, Business Guidance, & Proactive Tax Planning…

All In One Place.

The path to achieving financial freedom is different for everyone. 

Whether you’re looking for a traditional retirement plan or an informed strategy to generate passive income, our advisors will help you reach your personal definition of financial independence. 

As your Personal CFO, we offer a personal partnership with our team of experts to design and implement a strategy to diversify your income and get your life back.

Personal CFO Services

Goal Planning

Where do you want to be in 5 years? … Or in 10 years?

Goal setting is the critical first step to becoming financially secure, but it can be intimidating. We’re here to help you define your financial goals and create a simplified approach that will measure your success and keep you motivated. What we do is more than investing money; it’s about improving your quality of life and instilling confidence in your future. Our personalized financial plan will guide you to prioritize spending and saving according to your own goals.

Tax Planning

Are you a business owner looking to minimize the impact of your taxes?

Understanding your options and tax regulations will guide you on a tax-efficient path. Our team will provide a holistic review of your tax situation, setting you up with both short and long-term strategies for your benefit. Leave the federal and state tax codes to the experts, and allow our team to prepare tax projections to ensure the most accurate estimated tax payments and withdrawal decisions.

Tax Preparation and Filing

Are you exhausted by the very thought of tackling your taxes and spending time with an accountant you meet with only once a year, hoping to make sense of all your tax documents?

Our strategic expertise extends to filing personal and/or business tax returns as a personalized additional service.

Risk Management

Do you have a plan to make sure all of your insurance policies are integrated into your overall financial plan?

To achieve a fully integrated financial plan, we methodically review your existing insurance to identify any gaps or inefficiencies in your coverage. Working alongside your agent or one of our preferred providers, we will make any necessary adjustments to protect you, your business, and your family against unforeseen risks.

Small Business Ownership

Have you really considered your business’s succession plan and the challenges you might face implementing it?

As a business owner, your business model should be integrated with your personal finances and family goals to achieve overall financial independence. BlueSky’s comprehensive services will guide you through the many challenges brought on by owning a business.

Real Estate

Have you ever dreamed about creating passive income outside of your regular income?

As part of our holistic approach, we will advise you on ownership of income-producing properties based on your overall financial goals. Together, we will devise a plan to leverage the most return out of your investment properties, whether that’s repositioning your portfolio, limiting tax liabilities, or evaluating your home equity.

Estate Planning

Is your current plan organized and structured to avoid the probate process?

With our guidance, you can ensure a clear understanding of your wishes in the long-term care of your wealth. Our team will carefully review your wills, trusts, powers of attorney, healthcare directives, financial arrangement plans, and other estate planning documents to be integrated into your overall financial plan. The attention-to-detail we provide goes beyond asset organization, it offers you and your loved ones peace of mind.

Ongoing Planning Services

Are you confident that your financial circumstances are being managed in a way that can provide financial independence for you now and in the future?

The road to retirement is long, but with BlueSky projections, you will be able to plan ahead to invest in your future self. Prepare for life’s “what if’s” under the guidance of our trusted financial advisors, accounting for travel, home, or medical expenses that may arise. Our personalized financial plan will help you balance your accumulated assets so you can enjoy your desired quality of life upon retirement.

Philanthropic Planning

Do you have a giving strategy that allows you to achieve your charitable goals?

Your desires for charitable giving will be integrated into a personal wealth management plan. Our experts will walk you through your philanthropic endeavors, connecting you with opportunities such as private foundations, donor-advised funds, planned-giving, and charitable trusts.

Investment Management

We believe there is always room for improvement, and we are committed to growing your assets to ensure your financial freedom. Analyzing your existing cash flow and cash reserves will lead to informed decisions to improve your financial future. Our projections will form a capital allocation strategy personalized for your financial goals.

Our Proprietary Process

Our entire client service delivery model is based on our proprietary “Financial Planning Guidelines” that incorporate how we design our plans and every avenue used in assessing the current state of a client’s financial affairs.

Streamlining Financial Planning: The BlueSky Approach

BlueSky has made it a priority to develop systems for every level of service we offer. Over the years, we have built comprehensive workflows that accompany our proprietary “Financial Planning Checklists,” which outline every actionable item that we manage for a client on an ongoing basis. This ensures that no planning item is overlooked.

We have developed proprietary “Life Stages Planning Modules” that account for each phase of life that a client or family may encounter along their journey. For example, if a client moves for a new job, transitions to a new career, wants to start a college fund, needs help structuring an entity, is getting married, or needs a postmortem estate settlement after losing a loved one — we have a planning module, guideline, and comprehensive workflow to accompany the various stages of life.

Our Process

1. Discovery

The discovery phase begins with your first touchpoint with BlueSky. We then ask that you to fill out your PFP form so that we can have a detailed and comprehensive conversation with you. If our team determines that BlueSky is mutually a good fit, we will schedule a discovery meeting. This is the time for everyone to understand what you value in an advisory relationship, and we’ll discuss what value we can offer in return. After the discovery meeting, our team will send you a personalized proposal detailing your fee and the value BlueSky will provide to your overall situation.

2. Onboarding

We have a dedicated New Client Process that we have designed to be an effective and efficient way to get you onboarded in a timely manner. This process includes several meetings that will be held to start creating your personalized financial plan. Onboard meetings enable us to clarify your resources, set goals, and consolidate tax, risk, and estate planning. Once your newly constructed portfolio is in place, we review that together.

3. Planning

The planning phase is when we do what we do best. We execute. By keeping our finger on the pulse of what is going on in your life, we are able to proactively plan for all of life’s seasons. More importantly, BlueSky is able to deliver results.

BlueSky team around conference table

4. Monitoring

We continually evaluate, plan, recommend, and make decisions with our clients in our ongoing relationship. As life changes, we count on our proprietary modules to take care of our clients financial wellness.

One Decision. Set For Life.