Our goal is to help you meet yours. Whether you are an individual or family, professional, executive, entrepreneur, business owner, retiree, widow/widower, or minor, we work with you to define your priorities and design a plan to help you meet them.
Often we meet you for the first time when you are going through a life transition such as a divorce, death of a family member, sale of a business, or preparing for retirement. In these situations, we serve as your counsel to help you manage these complex times with clarity and confidence.
We start by engaging with you in a dialog to identify your goals, values, and needs as well as uncover your most pressing questions:
- Will I be able to retire when I want to?
- Will my family be protected in something happens to me?
- Am I saving enough?
- Am I spending too much?
- How much should I have in an emergency fund?
Based on your priorities, we develop a personalized financial plan to serve as the foundation for your investing strategy and solutions.
The plan can cover:
Since life is always evolving, we revisit your plan periodically to help ensure that your goals and your investments align. We also collaborate with your other advisors – your attorney, accountant, and insurance professional – to make sure all their decisions are in line with your objectives.