How We Help

Money Metamorphosis

The start of any transformation begins with your mindset. We'll work with your money emotions alongside every goal, helping you develop a powerful and grateful money mindset.

Let your metamorphosis begin!

Financial Planning

Joy World aspires to be many things to you—an advisor, educator, partner, friend, and collaborator to name a few. We work together to build a plan for you, your family, or business that you fully understand.

Partnership

Consult on finances for all life stages and transitions.

Budgeting

Create a budget that works for you now and evolves alongside
you.

Risk

Discover your risk tolerance and plan your investments and insurance accordingly.

Support

Money is more than money. Bring us life questions like career advice or relationship goals. We'll help you explore how the emotional and practical sides meet up.

Wealth Management

We begin our process by understanding what money means to you now and what kind of future you dream of.

Define your goals and dreams.

We work on a plan to help accomplish them together.

Align your values with your wealth.

Use your resources to cultivate what's important to you.

Plan for priorities.

When you think ahead, things like buying a house, giving your new driver their first car, or taking that family vacation can become more seamless.

A Joyful Retirement

Retirement isn't just about making sure you save enough- it's an emotional transition for individual and couples. As we guide you through the financial elements, we'll make sure they line up with how you're feeling as you make this transition.

Income Planning

Let's try to make sure your expenses are covered, and that you can afford the things that will fulfill you, too.

Tax Strategies

We'll help you learn how to keep more of what you've made.

Early Retirement

If you're interested, we can help you understand if and how to retire early.

Guidance

As you weather this change on your own or with your partner, we'll help you keep your sanity.

Savings for College

Sending your kids to college—it's a time to celebrate one your biggest achievements. You get to send them on to their next big chapter to grow and apply everything you've taught them. But it's also a time of change, and can stir up feelings of uncertainty. We're here for all of it.

Savings Strategies

Let's talk about when to start saving and how to do so strategically, getting wise about timelines and taxes.

Planning for Uncertainty

Forecasting can be tricky when you don't know the details yet, but we can develop a plan that covers most scenarios.

The Details You Didn't Think Of

We offer guidance on how to support your child through this transition and what to prepare ahead of time, such as transferring money, medical and renters' insurance, and documents you will both need.

An Empty Nesters' Sounding Board

We're more than planners. We're a friendly ear and sounding board as you explore fulfillment in this new chapter.

Estate Planning

Joy World will partner with you to ensure a seamless transition is outlined and in place for your loved ones long before it is ever needed. It is never too early to start planning and gathering your assets.

Efficient Wealth Transfer

We will work with your other professionals to make sure your documents are up to date and in order.

Tax strategies

We do what we can to help make sure your resources will end up where you want them. Reduce taxes and account for expenses by setting up a proper plan.

Education and Preparation

We'll guide you through each decision, and can even work with your beneficiaries to help them prepare for their inheritance.

Charitable Giving

Experience the impact your contributions will have on others. With a grateful money mindset, we will help you give back to things that bring you and your family joy.

Guidance

We'll walk you through the advantages of making giving part of your financial plan and help you identify which opportunities fit your vision.

Tax-savvy Giving

Supporting your causes can be both from the heart and strategic. See how giving can integrate into your overall plan.

Giving for Business Owners

Charitable giving can have their benefits for your company. Let's brainstorm ideas like sponsoring an event or donating services or resources.

Business Owners & Entrepreneurs

We help businesses invest in the future of their company and employees. Many of our clients come to us for guidance as they begin a new chapter of a business venture, or for help taking advantage of opportunities for growth and stability.

401(k) Plans

Get a 401(k) plan that fits your company, and that may promote employee retention, tax savings, and more.

Employee Education

We'll help your whole team understand their plan and help them make the most of it.

Tax Strategies

Explore a variety of strategies to reduce your tax burden.

Your powerful money mindset starts here.

See how transforming your mindset can transform everything.

Get an intro consultation