TapestryFP LLC
Weaving Wealth with Meaning is our guiding philosophy. It is the belief that money is a tool for weaving a life that is intentional, intricate, sometimes painful, and beautiful. A life where each financial decision becomes a thread, woven together over time into a tapestry that reflects a thriving life.
In practice, this means:
• A spirit of generosity
• Enjoying life along the way
• Working because you choose to
• Protecting your wealth from misfortune
• The confidence to step into various callings
• Using your resources for something bigger than yourself
• An identity rooted in the tapestry you are creating, not in what you own
Ongoing financial planning, tax planning, and investment management means we tackle the following combination of financial areas:
Net worth tracking
Financial & life goal planning
Values-based spending & budget coaching
Emergency fund & large purchase planning
Employer benefits guidance
Employer stock compensation plan
College mindset and money
Insurance review & gap analysis
Your current generosity and financial legacy
Assisted full-picture estate planning
Investment recommendations & portfolio to goal alignment
Current year and long-term tax minimization strategies
Annual tax return preparation
Retirement readiness assessment
Optimizing Social Security & pension claiming
Creating your retirement paycheck plan
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.