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Personal solutions

One plan for your whole life.
We call it your Kataplan™.

Nine disciplines, coordinated rather than siloed, so a decision made in one part of your life is not undone by the tax bill from another.

Inside a Kataplan™

The disciplines, plainly stated.

Are your portfolios designed to pursue your goals, after tax?

Investment Planning

Disciplined, tax-centric portfolio construction that balances risk and reward around your objectives, with a long-term view regardless of short-term market movements.

Are you using every available strategy to be tax-efficient?

Tax Planning

Taxes are inevitable; overpaying is not. We keep federal, state, and local tax efficiency in view all year, and implement tax-optimized approaches where possible.

Will your money last as long as your retirement does?

Retirement Planning

Income designed so you can retire with independence and dignity, sequenced across accounts and years with the aim of losing less of each withdrawal to tax.

If you could not work tomorrow, would your income continue?

Income Protection & Asset Preservation

Structure and coverage designed to keep a temporary or permanent disability from unwinding your personal, medical, and business obligations.

Is your legacy as organized as your life?

Estate Planning

Your estate distributed tax-efficiently and according to your wishes, at appropriate times in your beneficiaries' lives, with charitable intent built in where you want it.

Are the people you love protected from the unexpected?

Insurance Planning

Financial protection against death, illness, or disability, sized by a detailed needs analysis.

Will the education bills arrive before the savings do?

Education Planning

Funding strategies for your children's or grandchildren's education, chosen with an eye on the tax treatment of each vehicle.

Has life handed you something the standard plan doesn't cover?

Special Situations

Divorce, illness, elder care, special needs dependents. Planning for the chapters nobody schedules.

Is debt doing work for you, or against you?

Debt Management

Reducing discretionary debt through planning and budgeting that survives contact with real life.

Who we serve

Different chapters, same firm.

Building a first serious portfolio, converting wealth into retirement income, or organizing a multigenerational estate. The Kataplan™ is built for the chapter you are in, and it carries into the next one.

DEVELOPING

Growing wealth

Making finances a priority, growing the portfolio, and reaching named goals.

PRESERVING

Protecting what you built

Turning wealth into income while maintaining, and still growing, the principal.

TRANSFERRING

Passing it on well

Multigenerational and charitable planning, simplified and tax-efficient.

Get started

See your Kataplan™.

Start with a complimentary conversation. Bring a recent tax return if you want the useful version.

Talk with us →

Prefer email? info@katapultwealth.com · Or call the office: (469) 545-1130