“Your Money and Your Life”
There is often a delicate balance between our immediate and long-term needs due to competing priorities. This can sometimes lead to frustration, anxiety, and uncertainty.
Financial life strategy is an on-going service based on optimizing your lifestyle, as well as your financial affairs, including tax-efficiency, estate planning and philanthropy. High-net-worth individuals often ask us, “What is the most I can spend and give and still achieve my goals?” Together, we help you create a maximum sustainable cash flow so you can focus on the things that mean most to you.
Our expertise also includes tax-efficient wealth harvesting, trusts and inter-generational transfers, estate planning and planning for persons with disabilities. Whatever decisions you face, we are here to support you with the information and professional resources you may need.
During our life strategy discussions, we seek to better understand your goals and, together, we enable you in achieving them.