Do I Need a Financial Advisor?

We look at all parts of your financial life to help you create a long-term plan that meets your goals and reflects your values. We work together long-term to implement that plan and make changes so that it grows with you and through changes in your life.

Considerations

We answer these questions among others.

Do you understand all your finances?
Do you feel secure that your financial affairs are being managed according to the highest fiduciary standards?
Do you truly know what you can reasonably afford while staying on track to meet savings goals?
Are you optimizing your retirement options?
Do you understand your cash flow needs?
Do you feel secure that your loved ones would be provided for should something happen to you?
Do you know how much you need to save to meet your goals?
know that you’ll be able to comfortably retire?
Are you secure that you’re minimizing your taxes where possible?
Are you properly insured, so that you know a catastrophic event won’t also won’t bring financial ruin?
Are your investments properly diversified to protect you from the volatility of the market?
Do your investments align with your ethical values?
When can you make work optional?
How much is “enough”?
What can you do to minimize your taxes?
How should you manage my equity compensation, ISOs, RSUs, NQOs, etc?
What should my giving and philanthropy strategy look like?

Can I afford a financial advisor?

Good question.