Financial planning and life planning are two sides of the same coin. Let us guide you through our multifaceted process to address both these needs. Spark new opportunities to step into a more vibrant life, fully supported by a healthy financial foundation.
Start by connecting with us over the phone for a high-level introduction to our process. We’ll get to know each other and see if we’re a good fit to collaborate. After, we’ll meet in person or virtually to dive a little deeper into your specific circumstances, and you can decide if and when you are ready to proceed.
What is most important to you? Amidst your busy day-to-day, our initial meeting will offer an opportunity to slow down and think through what you’re truly seeking in life, family, and play. We look forward to learning about your values, your current financial picture, and your goals.
How can your finances align with your goals? Reviewing and analyzing your current financial portrait will help you identify what is working and your next steps. This second meeting is your chance to establish your goals and develop clear strategies to help you reach them.
What personalized strategies do you need? Walk with us through the five areas of financial planning to find comprehensive solutions for your unique qualitative and quantifiable goals, whether you want a more robust retirement plan or advanced tax strategies.
How will you achieve new victories? During this meeting, we’ll discuss every aspect of your finances and our proposed plan in detail. Together, we’ll review your current and future needs, our recommendations for your success, and fresh opportunities to anticipate.
What personalized strategies do you need? Walk with us through the five areas of financial planning to find comprehensive solutions for your unique qualitative and quantifiable goals, whether you want a more robust retirement plan or advanced tax strategies.
How do your needs and goals change? As an Integrated Wealth Management client, your continued success is our priority. We will monitor your progress, manage your investments, and update your strategy regularly to match your movements through life.
What else do you need? As your financial partner, we will establish consistent check-ins that work for your schedule to ensure all tasks and steps are accomplished as planned. In our Annual Update Meeting, we’ll go through your year and review each aspect of your financial plan.
Phone: (866) 986-4469 | Fax: (516) 762-8531
Form CRS | Client Resources | Disclosures
SARATOGA SPRINGS LOCATION
28 Clinton Street Suite 2
Saratoga Springs, NY 12866
NORTH BENNINGTON LOCATION
12 Main Street
North Bennington, VT 05257
LEOMINSTER LOCATION
14 Monument Sq. Suite 402
Leominster MA 01453