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25 Ways We Help Clients Build Better Relationships with Their Money 18.) We encourage clients with “action items” (i.e. homework) to save more, spend more, and/or obtain estate planning documents and insurance policies to minimize anxiety and maximize happiness. Each year when we meet with clients, we go over how

25 Ways We Help Clients Build Better Relationships with Their Money 17.) We evaluate tax planning opportunities both before and after retirement. When clients first come to us at least 5 years before they retire, we are often able to take advantage of a variety of tax planning strategies to

25 Ways We Help Clients Build Better Relationships with Their Money 16.) We help clients visualize the power of compound growth with tables, graphs and projections.  We all have a deeply engrained psychological mindset regarding money that was learned or taught to us – often obtained via passive observation of

25 Ways We Help Clients Build Better Relationships with Their Money 15.) In the event of losing a spouse or close loved-one, we provide a strong financial foundation, ensuring all financial details during this difficult time are managed with care and sensitivity. Some of the hardest and most impactful conversations

25 Ways We Help Clients Build Better Relationships with Their Money 14.) We help clients reduce costly fees while also identifying opportunities to maximize growth through improved interest rates and investment strategies. Those sneaky banks sometimes reduce the interest or dividend rate on your checking or savings accounts and hide

25 Ways We Help Clients Build Better Relationships with Their Money 13.) We work closely with clients to clarify their financial aspirations, develop personalized strategies, and guide them toward achieving their long-term goals.  Goals, dreams and plans have to be dynamic because the path life leads us down is never

25 Ways We Help Clients Build Better Relationships with Their Money 12.) Our financial plans and planners offer clients peace of mind, ensuring you have the financial security and confidence needed to navigate life’s different phases.  We know there are online compound interest calculators and tax estimate websites that allow

25 Ways We Help Clients Build Better Relationships with Their Money 11.) We help clients view money as a tool to help them reach their ideal life instead of something to fear or ignore.  Money is often viewed as confusing and can be a source of shame and discomfort for