RELATIONSHIP CULTIVATION

While our financial planning and investment consulting services address the dollars and cents, we believe it is our relationship cultivation component, as bolstered by our understanding of behavioral finance and commitment to compassionate communication that guides client through life transitions in an effective and empowering manner.

RELATIONSHIP CULTIVATION OVERVIEW

Many professions that appear at first glance to be science-focused are, in fact upon closer examination, rooted in both science and art. An elementary school math teacher does not just need to know addition, subtraction and multiplication. He must also understand childhood development, instructional techniques and classroom management. A physician does not just need to know anatomy, disease presentation and treatment protocol. She must also understand patient values, family preferences and discrete belief systems. Often it is the professional’s ability to master the art aspect that turns a good teacher or a good physician into a great one.

We believe the same to be true in wealth management. The science side of the equation, the financial planning and investment consulting components, are essential, but it is the art side of the equation, the relationship cultivation component, that is the core of wealth management. It is the human element. It is the piece of the equation that we believe leads to a deeper, long-lasting relationship and ultimately a more effective roadmap that is uniquely yours.

We divide the relationship cultivation component into two parts, broadly defined as: behavioral finance and compassionate communication.

BEHAVIORAL FINANCE

Perception means that we do not see things as they are; we see them as we are. Our life experiences, particularly our upbringing, shape our behaviors and attitudes towards money. To better understand the biases, behaviors, and perceptions that impact client decision making and financial well-being, we draw heavily on advances in behavioral finance, psychology, evidence-based decision making and the human sciences. We assist you in the following ways:

Client-centered practice with an emphasis on getting to know you
Comprehensive questionnaire that taps into your money history, including memories, experiences, feelings and beliefs
Deep appreciation for heuristics and biases as potential roadblocks to sound financial decision-making
Thorough examination of intrinsic motivations to best aid you to stay on track to achieve your goals
Exploration of the inter-relational elements of decision-making and financial well-being for those dealing with complex family relationships

COMPASSIONATE COMMUNICATION

In the early days of a transition, the shocks are felt financially and personally. Many clients are fearful of their financial future, doubting themselves, scared to make a bad decision or someone taking advantage of them. Those fears can largely be eliminated with a financial partner who is well-versed in guiding clients through transitions, who takes the time to get to know you and your unique situation and who walks in step with you throughout the process. We assist you in the following ways:

Specific focus on and appreciation for the relational aspect of finances
Acknowledgment and understanding of the personal and emotional impacts of life’s transitions
Appreciation of the psychological impacts of change and loss
Emphasis on communicating properly with a grieving spouse
Patience with decision paralysis, a frequent byproduct of grief
Space and time to grieve during meetings and acceptance of a full range of emotions

OUR APPROACH TO RELATIONSHIP CULTIVATION

Our relationship cultivation process is designed to help you meet the challenges of life’s transitions by fostering a trusted and long-lasting client relationship built on the human element of wealth management, communication that goes beyond dollars and cents and dedicated lifelong support.

ART FOCUSED

We believe that it is our focus on the art side of the equation that sets us apart…that transforms us from a good advisor to a great advisor. Our appreciation for the relational aspect of finances allows you to most effectively get your needs met.

CARING ADVIcE

Since we focus on individuals and families undergoing life transitions, we are equipped to deal with more than the dollars and cents. We meet you where you are and guide you through this process with empathy and kindness.

DEDICATED SUPPORT

We are in this for the long haul. From our first meeting to years down the road, we see you through this transition and the next and all the calm points in between. Through every stage, we partner with you to chart a course for a brighter future.

OTHER SERVICES

FINANCIAL
PLANNING

Live the life you desire both now and in the future by partnering with us to design a plan for your finances rooted in your goals, values and vision.

INVESTMENT
CONSULTING

Protect and grow your wealth with our goal-focused and planning-driven investment strategy intended to minimize risk and maximize returns.

PROJECT BASED
FINANCIAL PLANNING

Meet with a CERTIFIED FINANCIAL PLANNER™ professional to get guidance on your highest-priority questions without a full commitment.

READY TO TAKE THE FIRST STEP?

We look forward to meeting you and hearing how we can help you.

RELATIONSHIP CULTIVATION