Do any of these sound familiar?
You're near retirement and don't want to run out of money
You need to figure out when you can retire, how much you can live on, and how to manage your investments. The idea of creating a retirement paycheck is quite appealing.
You've accumulated a lot more money than other people your age
You want the money to give you flexibility to pursue a life you find most meaningful. You have big goals like retiring at 50 and want advice about how to be actively involved in the process.
You're an attorney
..and would love to find someone who specializes in helping attorneys with their taxes as well as their financial planning. You know the difference between a “fiduciary” and an “agent” and realize that your needs could be best served with an advisor who is on your side.
You're facing a major life transition...
Perhaps your spouse has recently passed away, or you're receiving an inheritance or large gift from your family.
You're interested in socially responsible investing
You’re interested in aligning your values with your finances through socially responsible investing but want to earn market returns.
We work best with clients who:
VALUE FEELING REASONABLY ORGANIZED AND EFFICIENT
MAKE OR SAVE MONEY AS A RESULT OF OUR RELATIONSHIP
UNDERSTAND THE VALUE OF FEELING AND EXPRESSING APPRECIATION FOR ALL THEY HAVE