Our Clients

While our clients vary widely and come from many walks of life, there is a lot of overlap they have in common. A great number of our clients are retired, planning for retirement or concerned about senior transitions (either for themselves or a family member). We have vast experience assisting with selling homes, transitioning to long-term living in independent care communities, setting up bespoke retirement plans, transferring wealth and legacy hand-offs to other family members and establishing charities.

A great number of our clients are also seeking a financial partner for the first time. Many who trust us to serve them are widows or single women, and we are proud to empower these clients to fully control their destinies. We create a welcoming, emotionally safe space where they feel comfortable opening up about their fears, questions and goals. Our team recognizes that many clients have never been in the financial driver’s seat, and we don’t assume prior knowledge or comfort with financial jargon, but we don’t talk down either. We listen, educate when needed, and let the client lead after we ensure they have the confidence and clarity to do so.

Many of our clients are professionals seeking guidance. This includes small business owners, who are looking to set up succession planning, managing concentrated stock or liquidity events or transitioning out of the business entirely. This also includes high-earning individuals who are simply too busy to manage their finances with this fine a comb or who excel at other endeavors but lack confidence in financial matters. We collaborate with CPAs and attorneys to serve these clients holistically, simplifying and structuring their financial lives to provide support and relief.

We can proudly say that many of our clients have been with us for multiple generations and will continue working with us in the future. We also excel at helping first-time clients see the value of multigenerational family financial planning. We have a lot of experience assisting families with complex family or financial situations, from caring for aging parents to working with special needs family members. We provide an excellent sounding board for emotionally charged decisions and expertise when you are dealing with the new or uncertain planning needs that can occur in your lives. We strive to earn your trust with competence and kindness so that we can help in moments of crisis and confusion.