Professionals

Professionals are busy both in their business life and personal life. While they are focused on building their wealth and ensuring they can meet their goals, they don’t have the time to actively manage their portfolio or financial strategies. We are here to advise them with all of their financial decisions, whether they are investment, personal, family, or business related.

Take Ed and Jane as an example. A family with two children, Ed was a senior manager of a Fortune 500 company. While sophisticated with money matters, he didn’t have the time to actively manage his family’s finances. Serving as a constant source of support and counsel, we guided Ed and Jane through a comprehensive financial planning process, reviewing their stock option plans, providing recommendations for his corporate benefits, reviewing their insurance policies, and coordinating education planning for their children. Throughout the process, we handle the active management of their financial strategies so they can instead focus on their passions in life.