Financial Care for Women and Families
We believe that when you plan better, you
better
- Simply put, we look to make your financial life – and life in general – easier
- We are transparent in how we work, the recommendations we make and how we are compensated
- We communicate in plain language and educate if you are interested
- While our style is casual, we are clearly committed to high-level thinking and high-touch service
- As a family practice, we understand the intricacies and complexities of working with families
- Finances and family dynamics are deeply personal; we aim to make you feel comfortable to share insights that will guide us in setting forth a plan that reflects your goals and values
- Peace of mind is invaluable; when the unexpected happens, your family members know that they will be okay and have a team that they can trust
- We are free to chat, explain, coach and advise – we are often the first call when something comes up
- We leverage the latest technology to streamline our business and operations, so we have more time to spend with you
- We communicate in a way that is flexible and adaptable to work for you whether it be zoom, text, email, phone or in person
- You have open access to our investment team to ask questions and share information
- Our independent advice is grounded in industry perspective, research and personal experience; to deepen our connection, we like to sit on the same side of the table with you
- Curious, we are committed to growing our knowledge and resources so we can serve you better
- As a multigenerational team, we have 77 years of collective experience and relationships going back 45 years
- We stay connected to understand your evolving needs