We help a select group of individuals going through transitions due to death, divorce, inheritance, and retirement, make smart decisions with their money that are aligned with their values and goals. We do this by using a consultative process to identify where they are now, where they want to go, and any gaps for getting there. We then work with a network of professional advisors, such as accountants and attorneys, to help our clients make informed decisions with the goal of increasing the probability of them achieving their goals.
Member since: 2012