In All Our Efforts

• Helping clients control their emotions when making investment decisions
• Performing due diligence on a wide variety of products
• Developing a financial plan that can change with a car accident, a death, a birth, a marriage, a divorce or any other life-changing event
• Keeping clients balanced, yet flexible in response to constantly changing markets
• Educating clients about opportunities and risks
• Constructively allowing, encouraging clients to admit that they don’t understand financial markets and educating them accordingly
• Motivating clients to make difficult decisions and participate in the process
• Talking through trade-offs
• Allowing clients to see consequences under various scenarios
• Visualizing, forecasting eventualities
• Staying current on industry trends so that clients don’t have to
• Vetting hundreds of investment and borrowing options and presenting a digestible set of recommendations
• Taking responsibility that no one else wants to take
• Dealing with complexity
• Overcoming client procrastination
• Minimizing paperwork
• Explaining to clients what they really own
• Setting and re-setting realistic expectations
• Explaining money and wealth to a family
• Helping spouses align their expectations
• Revealing the real fees and costs to financial products
• Helping business owners create wealth uncorrelated with their day-to-day business
• Helping highly-skilled professionals (lawyers, doctors) enjoy liquidity earlier in their lives
• Spotting the real risks and possible blow ups that could hit a family’s finances
• Helping clients to know what they can comfortably spend
• Helping clients consider and reconsider their long term Tax Planning Strategy and perspective