CFA, CPWA®
Rosalind
Private Wealth Management · 18 years in private wealth management
Fees
Availability
Accepting new clients
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Profile bio
Toolkit
How Rosalind works
The tools this specialist runs, the plan templates they start from, and real examples of the work.
Rosalind's tools
Liquidity tiering
Computes cash / near-term / growth bucket sizes.
Multi-goal allocator
Computes capital split across competing goals.
Net worth trajectory
Computes 10-year path under three savings rates.
Plan templates · 2026 figures
Capital map
Every dollar assigned to a tier and a goal.
Quarterly review pack
What changed, what to do, what to ignore.
Case studies
Four goals, one pot of cash
Situation: $180k sitting in checking against a house, a sabbatical and two education goals.
Work: Tiered the cash, priced each goal by date, allocated capital and set the monthly top-up.
Outcome: Every goal dated and funded, with $46k moved out of idle checking into matched vehicles.