Helping you optimize your resources to live the life of your dreams
We understand that deciding to work with a financial advisor is a big step. Our goal is to demonstrate how we can best fit that role. Having said that, there are some who would benefit from our services more than others. Typically, we do our best work with:
Investors over age 50 who are either currently retired, want to make work optional, or are considering retiring within the next 5 years.
Persistent savers who have accumulated at least $500k of investable assets or more. Excluding real estate.
People who value the expert guidance that comes with hiring someone to manage their personal financial life. They understand it’s too important to be managed alone.
We’ll provide goal centric guidance that considers your entire financial picture. Whether it’s retirement planning or lowering your tax bill, we’ve got you covered. Our goal is to provideholistic financial planning for our clients from nose to tail.
Investments are important. We’ll help you determine a strategy based on your risk tolerance, needs, and goals. With the help of our investment management team, we’ll make sureyour investments are updated throughout the year.
True financial planning is not a one-and-done situation. To make sure that your financial planning stays in-line with what’s happening in your life, we regularly review progress throughout the year. When life changes, we adjust as needed. We’re available as your go-to resource to talk through all financial decisions. We’re here for you.
A 4-step process designed to showcase how you can improve financial success and optimize your investments.
A 30-minute phone call that will give us the opportunity to assess whether your situation matches our expertise. Further, it gives you the chance to evaluate whether we are someone you could see yourself doing business with. This is a two-way street.
Get Organized Meeting: A one hour meeting that focuses on gathering the necessary information we need to do our jobs and help us understand what your most important goals, challenges and desires are. We will then take this information to create a personalized financial plan. This plan will be focused on steps that you can start implementing to help you accomplish your goals or conquer those challenges.
Plan Presentation: Another one-hour meeting where we will discuss what we have determined as the most appropriate steps for you to start taking to start working towards your desired financial future. We will explain exactly what you can do today to improve your financial success and optimize your investments.
Sleep on it!: At the end of the process, we simply ask that you sleep on it. We understand that deciding to work with a financial advisor is aa big step. We are looking for long-term relationships, not a one-and-done transaction. There’s never a hard-sell or a pressure to say yes. If you ultimately decide that we aren’t a good fit, we are happy to point you in the direction of another advisor with the expertise that you are searching for.
Yes! While most of our clients are local to our Northeast office locations, we work with clients all over the United States. For our virtual clients and potential clients, our firm has the capability to use either Zoom or GoTo Meeting
Unfortunately, our firm is not currently equipped to offer hourly or one-time project options. We do our best work with people who are looking for a long-term relationship.
If you’re looking for a team that will help you accomplish things like creating successful retirement outcomes, investing smarter, or lowering your tax bill, then you’ve come to the right place. On that same note, if you’re looking for someone to “beat the market” year-in and year-out, you’ve come to the wrong place. Our goal is to focus on what’s important and what you can control. In our view, trying to predict the future doesn’t fall into that category.