We follow a holistic financial planning process which allows us to understand your full financial picture – Allowing us to confidently provide personalized recommendations and make smart financial decisions with you.
LISTEN Partnership | Our first step is to learn as much as we can about you—your goals, values and unique life situation. Our role is to listen carefully, ask good questions and fully understand what you want to accomplish in life.
Organization | 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).
DEVELOP YOUR PLANPersonalized | We bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest, offer transparency around our own costs and compensation.
EDUCATE YOU ABOUT YOUR PLANEducation | 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.
Accountability | 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.
Proactivity | 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 will regularly review your progress towards achieving them.
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 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 toward achieving them.
We bring insights from the outside to help you avoid emotionally driven decisions in important money matters by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.
We work with you to anticipate your life transitions and to be financially prepared for them by regularly assessing potential life transitions that might be coming and creating the action plan necessary to address and manage them.
We will explore what specific knowledge will be needed to succeed in your situation by first thoroughly understanding your situation, then providing necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
Our goal is to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible by taking the time to clearly understand your background, philosophy, needs, and objectives, work collaboratively with you on your behalf (with your permission), and offer transparency around our own costs and compensation.
