How We Help You Live a Life You Love
The very best financial plans – the ones that are not cookie cutter, but are customized for you – come from the analyst’s deep understanding of your life so that he can best advise you of how to take the steps you need to reach your goals.
This is the purpose of the initial meeting – for the client to share everything that goes into the creation of the plan. This includes hard data like savings, investments, and debts, as well as the dreams you have for your life.
We say we offer Customizable Wisdom: advice and guidance on living the life you love by using money in a way that creates the freedom for you to do it.
Who We Serve
Our approach – recognizing that financial planning is both an art and a science – makes us the right choice for a wide range of clients. We focus primarily on two groups of people:
Busy people who would rather spend their free time in ways other than worrying about the management of their money;
People who have recently become established in professional careers and want to develop a plan now to assure them of achieving their short and long term goals. These clients typically have short terms goals such as paying off student loans and saving for a home, and long-term goals such as providing for their children’s education and their personal retirement.
We say our clients are people who are thinking about how to use their money to gain a consistently better quality of life.
The Basis of Creating Your Plan
How you want to live your life is our first concern. Once we have a clear understanding of who you are and what is important to you, we then work with you to create a plan that allows your money to facilitate the life you have expressed.
Our focus in on you and your life. We work with you to achieve a course of action that allows you to reach your goals in a manner that is aligned with what is important to you. This allows you to live the life of your dreams without giving up anything you consider vital to who are you.
Through the establishment of detailed written guidelines that you can understand, you will see that your goals are being addressed, while offering you peace of mind around your finances and your life as a whole. No longer concerned about your finances, you are free to focus on the areas of life that are important to you.
The Start of Your Future
With a plan in hand, you have achieved the beginning steps in your definition of success. You are on your life’s journey with a trusted advisor, always available to you, as your life changes and grows. Together we can create a life you love with the assurance that you have the tools you need to fulfill your dreams.