Strategic financial planning is an ongoing and multifaceted process that covers tax planning, retirement planning, estate and gift tax planning, charitable planning and insurance analysis and consulting. Our process includes “possibilities planning” because you may be able to do and afford things you never thought you could. This and other work guides decision-making across all areas of your financial life.
We use interactive tools and technology necessary for reporting to you and communicating with you on various aspects of your family’s wealth structure. You can view your net worth, investment balances, spending, budget and important documents and interact with your advisor in real time through our secure digital wealth management portal.