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We think about sabbatical planning in three key stages:

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Preparation

Going on a sabbatical is a lot of financial, emotional, and logistical work.

We'll work on:

Income planning

Best use of your accounts

Insurance needs + options (health, travel, and more)

Tax optimization

Retirement planning + projections

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Sabbatical

While you're away, things may still arise, and we aim to manage that for you.

We'll manage:

Portfolio rebalancing and tax strategy

Roth conversions as needed

Cash flow (by recreating your paycheck!)

Communicating with professionals like CPAs, attorneys, and others as needed

Updating your financial plan as things evolve

PS: We're here whenever you need us! Questions, transferring cash (or even just urgently telling us about how amazing things are).

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The Return

Coming back can be a strange challenge – and a time when you'll most need to be around people who understand that feeling (like us!).

We'll support you:

Rethinking next career moves

Cash flow management

Tax considerations

Lifestyle development

Adjusting your financial plan

You Can Count On:

Ongoing Financial Planning

A financial plan is a breathing structure that should adapt as you change.

We keep planning on an ongoing basis and work to keep your goals centered and moving forward.

Continual Investment Management

We manage your investments in accordance with your plan and sabbatical needs.

Includes rebalancing and tax harvesting, in addition to other tax-optimized moves as needed.

Monitoring and Availability During Your Sabbatical

While you're away, we'll keep careful watch over everything and be on hand for questions, or if you need any money moved around.

We want you to focus on your sabbatical and nothing else!

Things we talk about:

We're fee-only (just so you know)

That means we don't sell products or take any commissions. We're fiduciaries (and have an oath to back it up!), and we only serve YOUR needs.

 

Our fee? It's for advice and services, only.

Investing

How we approach

?

Our Portfolios:

Low-cost, diversified funds

Holistic and household-specific (we look at all your Accounts for best options)

Portfolio Design?
Leave That To

Chief Investment Strategist

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With over

years

of investing experience. Mario brings an invaluable perspective to TOWYN clients' investment strategies.

More about Mario:

Meet the Co-Founders + Sabbatical Designers:

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After successfully running and growing their financial planning firm, Middleton & Company, they followed their passion to use their expertise to support sabbatical seekers, just like them!

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What's better than

Certified Financial Planner?

...maybe

Want to get a sense of "where you're at" financially?

We'll sit down, look things over, and give you a:

Not sure yet?

Find out if you're

sabbatical ready!

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You'll Get:

A High Level, personalized financial asessment

1:1 Chat with our financial advisors

Concrete steps and a sense of possible timing

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from life?

Want more of the same?

Tell us your dream sabbatical (and what's holding you back!).

Schedule a free intro chat now. 

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our

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We're here for the long haul.

Financial planning has greatest value when it responds to your true wants and dreams.

​

Beyond sabbatical planning, we work with you and your family on an ongoing basis to discover what matters, explore life-changing scenarios, and be a reliable financial thinking partner when needs arise.

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Financial Planning

The core of our work is providing collaborative financial planning and ongoing investment management, designed to support your sabbatical and broader life vision.

On this page:

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