BEYOND THE BALANCE SHEET

A Purpose-Driven Approach to Financial Planning

We offer a refined, integrated financial planning process designed to simplify complex wealth and align money with purpose. Whether you're focused on legacy, philanthropy, lifestyle, or business succession, our process revolves around you.

FOR HIGH-NET-WORTH INDIVIDUALS

Wealth with Meaning. Planning with Integrity.

When it comes to managing significant wealth, financial planning shouldn’t stop at asset allocation or tax efficiency. At Daly Initiatives, we believe your financial strategy should reflect your values, vision, and legacy. That’s why we take a purpose-driven approach—one that aligns your wealth with the life you want to lead and the impact you want to leave.

We specialize in making complex topics feel simple and stable, drawing on time-tested wisdom and a multi-generational approach to wealth management.

  • Objectives – Clarify goals, values, family dynamics, and long-term vision

  • Design – Create custom strategies for income, estate, investment, and asset protection

  • Presentation – Review, refine, and collaborate with your trusted advisors

  • Action – Implement across trusts, insurance, portfolios, and legal structures

  • Reporting – Deliver ongoing insight through clear, customized dashboards

  • Ongoing Partnership – Revisit, adapt, and evolve as life and laws changeWe aim to be brief, bright, and gone—respecting your time while delivering exceptional clarity and impact.

HOW IT WORKS

A Clear Process for Complex Lives

Our planning model is built around simplicity and transparency. From early discovery to implementation and reporting, every step is designed to reduce complexity, save time, and deliver actionable insights.

Financial Wisdom Rooted in Timeless Principles

We believe that successful financial planning is as much about values as it is about numbers. Our approach draws on time-tested sources of wisdom, including the Bible and America’s Founding Fathers, helping our clients frame decisions with enduring clarity and confidence.

Here’s how we help:

  • Design customized, tax-efficient portfolios aligned with your goals

  • Coordinate trust, insurance, and estate structures seamlessly

  • Provide multi-generational planning and legacy education

  • Deliver clear, personalized reporting so you’re never in the dark

Comprehensive Financial Planning Under One Roof

Working closely with his clients, Michael P. Daly uses a process to develop a comprehensive written plan covering all phases of a client's financial life, including tax, investment, insurance, estate, and business planning.

THE PROCESS FOCUSES ON:

  • Brainstorming and problem-solving

  • Helping to provide solutions, not ingredients

  • Locating and quarterbacking top-tier financial planning/investment resources in a seamless manner

Personal Planning

Estate Planning

Financial Planning

Money Management

Investment Planning

Charitable Planning

Strategic / Business Planning

Family Business Counseling

Succession Planning

Key Employee Plans

Ready to align your wealth with what matters most?

Let’s start a conversation that goes deeper than dollars.