Intellect and hard work got you here: you make meaningful contributions to a team focused on solving unique challenges. Your work is highly valued and you’re well-compensated for your efforts. The demands of your position can also make it hard to strike a healthy work/life balance. You smile when you think back on how busy you thought you were before having kids.
You’re analytic; capable of solving intricate problems. You’re also realistic. You know the complexity of your finances has grown alongside your responsibilities. You have investments, retirement plans, college savings, company stock, estate docs, insurances, and tax considerations swirling above it all. It’s unwieldy. You’re unsure if it still meets your family’s needs or when you’ll have time manage it all more thoughtfully.
You’re willing to delegate critical tasks before they suffer from inattention. You know how it feels when a partner, tasked with a critical project, delivers exactly what you need.
We’re also analytic. Unlike our industry peers, we love when our clients ask “why?” Sharp clients, capable of evaluating opportunities and opportunity costs, empower our partnership. Together we can create a financial organization that successfully balances the competing priorities in your financial life and thoughtfully addresses all of your needs.
We take our work seriously. It shows in our due diligence, the thought process behind our advice, and in the systems we employ to improve your financial management. You’ll experience all of this prior to implementing any of our recommendations.
In an industry driven by brokers, commissions, and conflicts of interest, we are different. As fee-based fiduciaries, we’re paid by our clients to work for our clients. We built it that way because it’s how we would want to be treated.
Want to learn more? Contact us to schedule a complimentary consultation.