Who Are Our Clients
We work with people who want to live life to the fullest and have a strong interest in taking charge of their lives. Managing wealth is but one aspect of the equation. Our clients intend their resources to enrich not only their own lives but also those of future generations and favorite social causes. Financial planning is a tool to bridge the gap between where you are and where you envision yourself in the future.
Do any of these challenges apply to you?
You want to ensure that your family is well taken care of. This may include providing funds for college, a comfortable retirement, care of an ailing parent and a legacy for your heirs.
You’ve worked hard to accumulate the wealth you have and are interested in protecting it, while seeing that it grows to meet future needs.
You seek financial freedom. You want to worry less about money and want to avoid costly mistakes. You want a life plan for the future.
You realize that money is an emotional issue for you and that emotions can get in the way of sound long-term decisions. You want objective unbiased help in assessing your options. Click to read “Why Is It So Hard to Make A Good Decision?”
You want to feel that your money is working for you, in ways that are consistent with your values, personal and societal. Click to read “It’s Not Business, It’s Just Personal” and “Socially Responsible Investing.”
You feel you lack the knowledge to manage your investments effectively. Some people lack the time and/or interest needed to be well informed and capable of making sound investment decisions.
Our most successful clients realize their time is precious and see the importance of having their affairs in order. They enjoy discussing their values and what is most important in their lives with a professional advisor. They are excited by the prospect of using financial planning to help them live the lives they want with less worry.
As a client you will be successful working with us if:
…You value a relationship of trust and confidence with your advisor… You want personal attention and access to an advisor. (Click to read “How To Choose A Financial Advisor.”)
…You are interested in taking a comprehensive and in-depth view of your finances. Commitment to getting your financial affairs in order is an important priority.
…You believe the best approach to preparing for the future is to set objectives and to make steady progress toward those goals. Life is a marathon. Quick fixes, wishing for financial windfalls and speculative investing are not a recipe for success. (Click to read “What is Retirement?” and “Why Do I Need a Big Pile of Money?”)
…You believe that time spent now to shape your future will position you to realize the future you envision.
…You want the help of an unbiased fee-only advisor.
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