Life is the center of our financial planning process. Our “Discovery” intake process helps you, and in turn us, understand what inspires you and what you really want to accomplish with your money. That is, what is its purpose? Our goals based investment process continuously brings us back to your goals and objectives as the cornerstone of our asset allocation choices. As we monitor and review your progress, we are mindful of life’s changes and help clients adjust their choices as goals change.
A lot of firms talk about integrating your money with your life, but in reality it seems little more than a marketing approach. How do you facilitate that in a meaningful way?