WORKING PROFESSIONALS & BUSINESS OWNERS
We work with engaged individuals and families looking for honest answers, clear explanations, and opportunities to maximize resources and increase financial satisfaction.
Working Professionals & Business Owners
You're building your career and maybe your family. With so much going on, it can be hard to keep track of your finances and the "big financial picture" beyond bi-weekly paychecks and tuition payments.
When was the last time you rebalanced your 401(k)?
Should you put more into the college fund or less? Have you prepared your family for emergencies through proper insurance and estate documents?
We'll take this burden off your shoulders and focus on your finances, both to make sure you're doing the most to protect your family today and on track to meet long-term goals.
Planning for Divorce
The thought of a separation can be overwhelming, both emotionally and financially.
We will help you sort through the potential financial ramifications of a divorce and help you plan for a potential new financial reality.
From helping you inventory your marital assets to preparing a single-person budget to projecting your lifetime income needs to coordinating with your attorneys if you have them, we'll be with you every step of the way.
Soon to Retire & Retirees
This is a critical time to optimize the resources you have spent your whole life amassing. It is challenging--both strategically and emotionally--to transition from a life-long "savings mode" to one of sustainable spending throughout retirement.
How much can you afford to gift without jeopardizing your own retirement needs? How can you make your charitable gifts the most tax-efficient? How and when should you claim retirement benefits?
We help you prioritize goals and develop a long-term investment and distribution strategy to help you confidently meet your goals in retirement.
Siena helps concerned citizens achieve their goals for charitable and social impact. With expertise in tax-efficient charitable gifting, we can help your dollars go further.
We also offer socially responsible investment strategies to align your investment goals with your values.