What we do / Risk Management

Like the market, life is full of ups and downs, and many of these impact your financial plan. As your partner in planning, part of our job is to help you look ahead and prepare for the unexpected.

What’s next…

Your team at Peninsula Wealth will review your overall financial situation to see where risks might live and help to alleviate these risks. While we don’t sell insurance, we can help to prevent gaps in coverage; while we are not doctors, we can suggest additional coverage or preventative measures. By looking holistically at your financials and learning about your family, we can advise on your biggest areas of risk and help to mitigate those risks.


Here are a few of the elements of risk management that we include as part of our evaluation:
  • Overall analysis and evaluation of risk exposures
  • Life insurance needs
  • Health insurance needs and cost management
  • Long term care requirements
  • Property & casualty review
Why Budgeting Matters to Wealth Management

Why Budgeting Matters to Wealth Management

While financial planning and wealth management are about a lot more than how you spend your day to day dollars, tracking your spending and budgeting for your goals is an important part of making sure your financial plan is aligned to your particular needs – and to your long term plan.

“The wise man doesn’t give the right answers, he poses the right questions.”

–Levi Strauss

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