THE YOUNG AFFLUENT FACE UNIQUE CHOICES & CHALLENGES   How long do I have to work this hard?  Can we make it on one income?  Can we afford a new house?  Should we remodel?  Can we afford a nanny?  What about private schools?  Are we saving enough?  Are we investing wisely?  Do we spend too much?  Is a vacation home even possible?  What if our parents need help?  Do I have enough set aside if my bonus comes up short?  What if I lose my job?  Should we plan on an inheritance?  How do other people do it?

GREATER CONVENIENCE, LESS TIME CONSUMING Our innovative financial planning process was specifically architected to meet the needs, and leverage the abilities, of young affluent families.  We are available to meet face to face, but we also know how to make web conferencing work well.  Concise, well written emails, even screen casting, can move the ball forward when demanding schedules get in the way.  And most strikingly, every client has an online version of their financial plan that they can access anytime and with which they can experiment in many ways.  This is a quantum leap forward for a new, tech-savvy generation of clients.

DEEPER UNDERSTANDING, MORE PEACE OF MIND   You would not build a car, but you can drive a car. A financial plan is the same. Leverage our expertise to build a professional financial plan. But then access it and drive it, online. Collaborating this way yields far deeper understanding and, as a result, far greater peace of mind for clients. Asking "what if" using our online planning software (see demos) is easy and greatly deepens your advisory relationship. Now you can ask questions and get answers on demand, evenings and weekends. But you sill have your advisor for insight, assistance and encouragement. The conversation is elevated to how to maximize your plan.