Intellect and hard work got you to where you are today. 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. It’s a fast-paced environment. The demands of your position can 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 documents, insurances, and tax considerations swirling above it all. It’s grown unwieldy. You’re unsure if it still meets your family’s needs or when you’ll have time manage it more thoughtfully.
You’re willing to delegate critical tasks before they suffer from inattention. You know that careful planning increases your odds of success. And 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 partnership. Together we can create a financial organization that successfully balances the competing priorities in your financial life and thoughtfully addresses each of your needs and aspirations.
We take our work seriously. It shows in the due diligence we apply, in the rationale that accompanies each recommendation, and in the systems we employ to improve the consistency of 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 are legally obligated to work exclusively in your best interest. 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.