We believe our clients expect more from us than the first-level thinking required to recommend a portfolio or a one dimensional planning strategy. We think their objectives, needs, and values deserve to be comprehensively understood, articulated, and documented before any financial planning or investment advisory recommendations are considered. However, understanding our clients requires the clarity to see into their financial lives and clarity cannot be achieved without order. This is why we believe in the value of order as a service.
To us, order means understanding the critical pieces of our clients’ personal financial data, how this information can be comprehensively mapped and integrated, and how it can be efficiently kept current with minimal redundancy of personal time and effort. We use secure, state-of-the-art technology to help our clients aggregate all of their financial accounts, goals, and planning strategies, and provide a private digital vault for them to store and update all of their important personal and financial documents.
Providing order is a continuous process, not a one-time static checklist. This service informs and enables us to ask the right questions – from our initial discovery meeting through the full life of a relationship with each of our clients.