Goals

Purpose-Built Planning is Goal's-Based Planning.

LeConte Wealth’s approach to financial planning is truly comprehensive. We tailor each plan to our client’s needs, starting with your individual goals and values.

Are You:

preparing for a business transition, sale or succession
managing a concentrate stock position
focused on multi-generational wealth planning and estate strategies
evaluating philanthropic opportunities and charitable giving
navigating complex compensation structures like deferred comp or stock options

No matter your priorities, we help you clarify your goals and build tailored strategies to pursue them with purpose. Some clients prefer a detailed, hands-on approach to managing their finances. Others want a high-level view with expert guidance. We are equipped to deliver both and everything in between.

Financial needs and opportunities evolve, and we are there through every chapter. Life brings interruptions, transitions, and complexity. That is why we put relationships first, believing they are the foundation and the heart of everything we do.

Our process may appear simple on the surface, but behind the scenes, our planning tools, thoughtful conversations, and fiduciary commitment create a clear and comprehensive view of your financial future.

Step 1

List and prioritize your goals.

Step 2

Before we recommend any changes, we calculate your likely success in reaching your financial priorities.

Step 3

Look at each specific goal and adjust where necessary, improving your future outcomes.

If you would like to learn more or get started with purpose-built planning, please contact us.