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