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