Financial planning is the process of determining whether and how an individual can meet life goals through the proper management of financial resources. This is an ongoing process to help you make sensible decisions about money that are consistent with your core values and enable you achieve your financial goals and objectives in life.
Our unique business planning process, tailored to the needs in every stage of your business’s life cycle, will involve close collaboration from the start up to the exit stage. Taking an integrated approach to your business vision, we collaborate with you as well as your legal and tax counsel to translate that vision into a well-coordinated, actionable plan to help your business succeed.
Estate planning is a process that allows you to specify who will manage your estate, who receives your money, how they receive it, and when they receive it. Failure to plan would default to state law in determining the ultimate disposition of your estate. We will work with you and your family, as well as your legal and tax counsel to develop a comprehensive framework that will ease the estate planning process and make sure your wishes are carried out.
Investing is the process of deploying capital through a variety of vehicles that convert your hard-earned money into financial independence. We consult with you on an initial and ongoing basis to determine your risk tolerance, investment time horizon, liquidity constraints and other factors relevant to the management of your portfolio(s). We customize our investment management services to meet your needs and seek to ensure that your portfolio(s) are managed in a manner aligned with your investment objective.
We are here to guide you through the maze of the decision-making process of risk management and strive to help you to protect all you have worked hard to build. We work with you and your other insurance counselor to assess the risks that could derail you from achieving your life goals and structure a contingency plan to mitigate these effects. We provide solutions for your life, disability, long-term care, and health insurance coverage which aim to ensure that you reach your financial goals even when the unexpected happens.
The Stonehill Company specializes in large-scale renovations to existing homes and the building of luxury custom homes. We pride ourselves on superior coordination, craftsmanship, and guiding each homeowner throughout the entire construction process. From preliminary Design and Budget, to Final Construction and Punch List, Stonehill is with you every step of the way. We like to make the construction process as fun and exciting as possible!
- Full Interior/Exterior Transformations
- Kitchens & Bathrooms
- Large Square Footage Additions
- Superior Quality Carpentry & Finishes
- Master Suites
- Large Door and Window Systems
- Structural Framing
- Plaster & Siding
- Landscaping & Hardscaping
- Pools & Spas
- Media and Theater rooms
- Roof Decks & California Rooms
- Guest & Pool Houses
- Joining Structures (such as space between home and garage)
- Turnkey Custom Home for You!
- Assistance in Land Acquisition
- Vacant Lot Construction
- Tear Down and Re-builds
- Stonehill Spec Homes