Our approach invests in your happiness as much as your net worth.
True wealth is about so much more than money. It’s knowing what brings you happiness, and deciding to create more of that in your life.
We begin each client relationship with an in-depth values discovery process that helps you uncover what is most important to you.
Using values cards to focus your thoughts, you’ll identify what aspects of life make you feel happy and secure.
Your values provide the context for an honest financial assessment. As your financial picture begins to emerge, gaps and potential opportunities become apparent. This provides the starting point for a deep analysis tailored to your values, goals, circumstances, resources, and comfort with risk.
With Smartboard technology, we save the work we do together electronically.
When life or the market changes, you may be tempted to make financial decisions from an emotional place. Together we’ll revisit the values you identified in your discovery process, so you can make financial decisions that support what you care about most.
We update your plan regularly as life and the economy changes.
When your financial picture shifts, we’ll measure the impact on your goals and adjust your plan so you can stay on track.
Many of life’s celebrations and challenges will require a course correction in your financial plan: New job. Sending children to college. Health setback. Retirement.
You can relax knowing we will be there to guide you and update your plan to reflect these new realities.
Whether you are rebuilding your financial plan after the loss of a spouse, comparing benefit packages in competing job offers, or wondering how best to invest an inheritance, just let us know and we'll update your plan together.
Your personal Wealth View financial dashboard will give you a clear picture of every aspect of your financial life in one secure location, updated daily.
You can check Wealth View any time you need to know exactly what you have.
Track assets against goals. Monitor your cash flow. Watch your bottom line. Have confidence knowing you are making informed decisions about your finances. See the possibilities in the slideshow to the right.