The value we provide is the individualized customized unbiased professional opinion in helping clients meet their financial objectives. We pride ourselves on complete transparency, simple solutions to complex matters. Nonetheless, our services go beyond the financial strategies relationship. We want our clients to be comfortable in discussing all aspects of what is on their mind. Operating as “financial therapists” permits us to remedy financial discrepancies, while discussing any other matters that may impact a client’s financial well-being. We also surround ourselves with strategic partners in other industries to help clients reach financial success.
Our process involves creativity. While it may be simple to solve an immediate concern or issue using “easy-to-reach solutions” we want to make sure that our recommendations have been reviewed next to other possibilities to make sure it is the most suitable for our clients’ needs. When we sit down with clients for the first time we want to first get to know them personally – what their interests are, family dynamics, what kind of life do they want to live. It is important that we too share our personal and professional background. We want our clients to feel comfortable working with us and know that while we are professionals we carry a large element of compassion in the work we do. Once we understand the concerns and goals of our clients, we then move forward reviewing their financial landscape. This will help us establish a preliminary solution to accomplish either an immediate or long-term need.
In the solution process we will work with strategic partners to ensure that our recommendations make sense. Once concluded we then present it to our client(s) explain our rationale for what the strategy means, what products might be pertinent for the solution, and how it will achieve the client’s objective. As part of the relationship we build with clients we have a discussion to make sure they understand the work we are doing. We understand that while it might be easy to let one of your trusted advisors do all the work, and not question their integrity, we want to have an open discussion and make sure clients understand what we do.