Wealthcare

We don't just manage wealth, we nurture your financial well-being.

At Outcome, we help to transform your financial dreams into reality with personalized strategies. We work to ensure you understand not just where you're invested, but why. Our team helps craft clear plans for retirement, estate planning and beyond by helping to align your wealth with your values.

How it works.

It is more than just money, it is what helps you live life: we need to understand you to understand how it needs to work for you.
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Examine cashflow, including all income sources, regular and planned expenses, as well as possible liquidity events to better understand your financial health.
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Review and develop a balance sheet with you by evaluating assets (savings, investments, property, businesses) and debts, considering tax implications and cashflows.
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Define short- and long-term objectives, including large purchase’, retirement, liquidity events, and estate planning.
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Assessing your comfort level with your current holdings as well as various investment strategies to develop a comprehensive risk management plan for all the assets in your balance sheet.
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Systematically review, refine, and reimplement the necessary steps through three specialized meetings per year to keep your personal Wealthcare road map on track.

It is more than just money, it is what helps you live life: we need to understand you to understand how it needs to work for you.
‍
Examine cashflow, including all income sources, regular and planned expenses, as well as possible liquidity events to better understand your financial health.
‍
Review and develop a balance sheet with you by evaluating assets (savings, investments, property, businesses) and debts, considering tax implications and cashflows.
‍
Define short- and long-term objectives, including large purchase’, retirement, liquidity events, and estate planning.
‍
Assessing your comfort level with your current holdings as well as various investment strategies to develop a comprehensive risk management plan for all the assets in your balance sheet.
‍
Systematically review, refine, and reimplement the necessary steps through three specialized meetings per year to keep your personal Wealthcare road map on track.

Sample client recommendations.

Comprehensive Financial Wellness Program
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Create a financial wellness program: Develop a comprehensive financial wellness program that includes budgeting, debt management, and savings goals. Use apps or spreadsheets to track your progress and adjust your strategy quarterly to help ensure you're meeting your financial objectives.

Example: Sarah, a 28-year-old marketing manager, creates a program using the 50/30/20 budget rule: 50% of her $5,000 monthly after-tax income for needs, 30% for wants, and 20% for savings and debt repayment. She uses the YNAB app to track expenses, sets a goal to pay off her $15,000 student loan debt in 3 years, and aims to increase her emergency fund from $5,000 to $20,000 over two years. She reviews her progress every quarter, adjusting her budget and goals as needed.

HSA Maximization Strategy
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Implement a Health Savings Account (HSA) strategy: If you have a high-deductible health plan, maximize your HSA contributions ($4,400 for individuals, $8,750 for families in 2026). This triple tax-advantaged account can be used for current medical expenses or invested for future healthcare costs in retirement.

Example: The Johnson family (Mark, Lisa, and their two children) contributes the maximum $8,750 to their HSA in 2026. They use $2,000 for current medical expenses and invest the remaining $6,750 in a diversified portfolio of lower cost index funds. Assuming a 7% annual return and continued maximum contributions, after 20 years their HSA could grow to over $400,000 tax-free for retirement healthcare costs.

* These examples provide certain potential financial strategies that are based on various assumptions and are therefore hypothetical in nature and not guarantees of investment returns. You should consult your tax and/or legal advisors before implementing any transactions and/or strategies concerning your finances.