Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
160 Gould Street
For most people, you were given a piggy bank at a very young age and it was instilled in you to get into the habit of saving money. While we acknowledge that the “greatest generation” may have been the best at this, it is still something that many parents instill in their children today. Thus, most of us are taught to establish the habit of saving from the age of 2 or 3 until the year of retirement. Then all of a sudden, when you make the decision to retire you are told to begin taking an income from that money you have spent a lifetime accumulating.
We focus on this psychological shift and have crafted a unique planning process to assist you as you prepare for this transition. What this means to you is that you will have the opportunity to look at your financial picture through a 360 degree lens while balancing two very important components; emotions and finances. We help you balance these two elements by incorporating core behavioral financial planning concepts with a values based decision making process. The real benefit is the confidence and you will feel resulting from having developed a personalized plan focused entirely on your long-term security and what is most important to you.
When thinking about the key element of the work we do with clients, making informed and thoughtful decisions is certainly at the top of the list. To help our clients make these important decisions we have created what our team refers to as the "Living Well Decision Model." This model takes into account traditional factors like goals, mindset and environment while blending with more nuanced components which include time of day, common biases and whether or not you are hungry or tired. We look forward to sharing the approach in helping you make your next important decision.
Our financial planning process is designed for clients who value a holistic approach at their life. During this process you will engage in the traditional components of a financial plan including goal setting, decision making and saving and investing behavior. Additionally, we create a process that encourages the development of scenarios and allows one to see the impact of key decisions and how they will play out many years into the future. This process is designed around improving results and always being mindful of ways to ensure one is financially, physically and mentally healthy.
The client who benefits most is excited and driven by transforming from thinking to knowing while improving decision making through a collaborative approach. If this sound like you, schedule a time to learn more.