The Value of Wealth Management
Organization – I will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow).
Accountability – I will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress in working towards them.
Objectivity – I will bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to help ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.
Proactivity – I will work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
Education – I will explore what specific knowledge will be needed to work towards independence in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
Partnership – I will attempt to help you achieve the best life possible but will work in concert with you, not just for you, to work towards this goal, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.