Clients

Clients

Proactive guidance for busy peopleProactive Guidance for Busy People

Our clients are typically busy people – often retirees, pre-retirees, and/or financially independent women — who want professional guidance in making important financial decisions and managing their investments.

We have worked with many of our clients through significant life changes – retirement, caring for parents, loss of a spouse, divorcing, etc. Helping clients take and maintain control of their finances is our focus.

Our process involves a proactive and integrated approach to financial planning and investment management, and takes into account the totality of each client’s financial picture. We believe your success, and ours, hinges on having completely open, two-way communication and transparency, so that we may truly help you financially plan to accommodate your specific life circumstances.