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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

We have interesting videos for you to watch on my site.

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CONNECTING INTELLECTUAL, HUMAN & FINANCIAL VALUES

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Avant Wealth Management is purposefully constructed to partner with a small group of select families.  Working as a team with those families to co-create a holistic and dynamic financial plan that is lead and executed by us and approved by you.

We pride ourselves on taking a truly custom approach with each family.  Your financial map, goals and objectives are unique and ever changing.  We are the trusted fiduciary that families choose to be their CFO.

Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Peer-to-Peer Payments Are Popular, but Be Careful

Outlines best practices for safe peer-to-peer payment app transactions.

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HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?

Reviews the downgrade from Aaa to Aa1 and possible market effects.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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