Our community-based family firm always aims to be inclusive, and our plans are always tailored to our clients’ unique financial situations. We think of ourselves as financial coaches and are dedicated to educating our clients about the options available to them and about the ever-changing world of investing and finance. We always focus more on transformative conversations and collaborative action over simply selling a commoditized product. We believe in transparency and share our Service Offerings & Fee Schedule freely.
And although our approach doesn’t change from client to client, the challenges our clients face may be specific to gender. It is no secret that women generally live longer than their male counterparts. Thus, our female clients are often burdened with the grief and financial challenges shared by surviving spouses. With longevity comes the risk of outliving your income in retirement, and the possibility for needing long-term care. Also, women generally (but not always) will face eldercare/caregiving responsibilities at some period in their life—which also needs to be addressed with financial planning.
We want our clients to feel the benefits of financial security, clarity, and confidence and we aim to help them make good financial decisions. Our advisor, Chris Merchant, is a Behaviorial Financial Advisor™ and a Certified Financial Planner™. We take our investment management responsibility very seriously and never outsource to 3rd-party money managers (a trend in the industry). Learn more about our Investment Philosophy and Investment Process.
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