We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow).
We bring insight from the outside to help you avoid emotionally driven decisions, by being available to consult with you at moments of decision-making, doing the research to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.
We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
We attempt to help you achieve the best life possible but will work with you to make this possible, by understanding your background, philosophy, needs and objectives, work collaboratively with you and on your behalf, and offer transparency around our own costs and compensation.
We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.