I coordinate a team that helps a limited number of busy families develop a comprehensive, dynamic & intergenerational lifetime financial strategy and help keep them organized and accountable to their plan. Our value promise:
- Align your financial choices with your most important goals and most deeply held values;
- Get your entire financial house in order, and keep it that way, forever;
- Foster a "10" level of confidence that you will achieve your goals;
- Be your advocate for your wishes whether or not you can advocate for yourself;
- Maintain Absolute Confidentiality.
In a nutshell, our team worries about your money, so you don't have to. With a goal of keeping you informed, but not overwhelmed. So that you can spend less time thinking about money issues, and more time doing what you really want to be doing.
By doing so, I believe this will help you to fulfill your life's higher purpose. Is this the kind of relationship you'd like to have with your financial advisory team? If so, let's talk.