Words of Candor

The current world circumstances are greatly impacting the news and market, and it’s easy to allow the negativity to infiltrate your thoughts and daily routine, disrupting what truly matters.
We are often asked, “When should we start estate planning?” The answer is, if you’re even thinking about the need for estate planning, it’s time to begin.
We all possess a fight or flight response to stress. Its origins are primal; the lives of our ancestors often depended on their ability to react logically in duress.
Like all good financial advisors, we work hard to facilitate thoughtful dialogue, listen carefully, broaden perspectives, and act as financial therapists, all in an effort to come up with smart financial strategies to optimize your money.
At least once a year we meet with our clients to talk about everything BUT finances. Why? Because the better we know you, the better we can support you.