Money is the most common source of stress for individuals and families. Feeling in control of your financial situation and understanding how your efforts can achieve your goals is the best way to combat this stress.
Our clients measure success by their ability to live the “good life” – the joy that comes from achieving one’s full potential – rich in meaning, accomplishment, and positive relationships (and of course a healthy smattering of the finer things in life). Since money is the thread that connects every aspect of your life, our “Human Portfolio” approach connects the work of our Portfolio Management team with our financial life strategy team to bring it all together. Using comprehensive financial planning principles, and overseen by qualified Certified Financial Planning (CFP®) professionals, we help optimize your money to maximize your lifestyle. The result is an integrated and individualized strategy to pursue your own version of the good life. A financial life strategy is constantly evolving – adjusting to all life’s opportunities, challenges, and the unexpected.
Your financial life strategy will encompass a range of wealth and risk management considerations, including: