Services

An independent firm, we are able to customize our service offerings to meet each client's unique needs. From serving as your personal CFO to single-issue financial consultations, we will develop an engagement plan that makes the most sense for you.

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PERSONAL CFO

As your personal Chief Financial Officer (CFO), we organize, optimize and maintain constant oversight of your personal finances.

 

Services include goal prioritization; retirement projections; insurance review and needs analysis, from life to long-term care; asset allocation and ongoing investment management aligned with your personal goals; proactive tax planning, from optimized charitable giving to Roth conversions;  and coordination with outside experts, acting as a primary point of contact to ensure that all advice is integrated and in line with your broader financial goals.