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We work with families, couples, individuals and businesses to coordinate and manage their financial affairs. We seek to meet your investment, tax and wealth management needs in a comprehensive holistic format that addresses individual issues in a customized approach. Just as there are no sterotypical individuals, there are no cookie-cutter plans.
We begin by understanding your values and your story. You are where you are because of the experiences you have had, the mistakes you have made and the opportunities you have capitalized on. We need to know who you are and where you want to go in order to plan effectively.
We help you define and communicate your mission, vision, values and goals to help you arrive at your place of most potential. This involves beginning the process in an open-ended stratigic discussion before beginning to implement specific tactical moves.
Tactical actions are those that implement solutions. These are the "whats" and "hows". We'll help you get there, but first let's explore your strategic vision...the "whys".
Have you ever started a financial planning process only to have the plan go stale or cease before completion? You are not alone. We begin the planning process with a discovery engagement designed to assist you in acheiving strategic clarity around your critical and urgent points. From this profile process we will be able to help you focus on the areas where you have sufficent clarity to make effective decisions.
Our intial planning process works on a fixed fee and generally takes three to four meetings to complete. This is the only part of our process which we have standardized. Beyond this, every client is unique and every plan is different.
Aristotle once defined happiness as resulting from the wise decisions a person makes while journeying from where they are to where they want to be.
After the initial process, we work to help you manage your investments. We can assist in your tax planning, estate planning, risk management planning and insurance planning. We have found that no one can answer every issue all at once. Your plan is an evolving document which will change as you change. Our job is to help you make wise decisions along the way and to help you maximize happiness for you and your family.
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