FINANCIAL PLANNING SERVICES and PERSONAL FINANCIAL CONCIERGE
We help our clients plan, organize and manage their financial affairs. This is an ongoing process that begins by identifying a realistic financial goal, analyzing the available resources, developing a plan, tracking the progress and recommending changes where necessary.
For most people, life is busy and they don’t have the time or the desire to get financially organized. Or, they may wake up one day and find themselves in a situation where they feel financially overwhelmed and just don’t know where to begin.
Whether you are a corporate CEO, a professional, a senior citizen or a working mother, our firm can step in and be your personal financial concierge now and in the future.
Our planning and concierge services are included in our clients’ annual asset management fee.
A la carte Financial Concierge services are available at an hourly or negotiated rate based on the simplicity or complexity of the task at hand.