Bespoke Financial Planning
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Bespoke Financial Planning · Farmington Hills, MI
Bespoke Financial Planning for Affluent Individuals, Families & Business Owners
Most affluent families and business owners aren’t short on wealth. They’re short on a plan that ties everything together. We help you coordinate your investments, taxes, estate, and business interests into one strategy built specifically for where you are and where you envision yourself going.
Services We Offer
Comprehensive Financial Plan
A full picture of where you stand and where you're headed. Investments, taxes, insurance, estate, and cash flow all mapped together into one clear strategy.
Investment Strategy & Portfolio Management
Personalized investment management built around your goals, risk tolerance, and timeline. Actively managed, regularly reviewed, and always aligned to your bigger picture.
Ongoing Advisory & Plan Reviews
Life changes. Your plan should too. We meet regularly, adjust proactively, and stay ahead of what's coming.
Tax-Efficient Wealth Planning
Tax strategy woven directly into your financial plan so your wealth compounds faster and the IRS takes less of what you've built.
Business Owner Financial Planning
Purpose-built planning for owners doing $1M+ in annual revenue, covering compensation structure, entity planning, exit readiness, and long-term succession.
Get in Touch
Thoughtful Insights for Confident Financial Living
Phone number
+1 (248) 883-3463
info@nayhifewm.com
Location
33533 W. Twelve Mile Rd. Suite 130 Farmington Hills, MI 48331