CALL US : 561-982-9776
THE ONLY THING THAT IS CERTAIN IN LIFE
IS CONTINUOUS CHANGE
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Finances are often the number one concern of individuals, no matter what stage of life they are in. Stages and circumstances of life determine the necessary approach to your financial health. We can help. We are a team of advocates, with the requisite experience to assess your circumstances and develop a plan to move forward.
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YOUR FINANCES.
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We can help you take charge of your financial situation.
We help our clients understand budgeting, cash flow, insurance and minimizing financial risk.
We show our clients how the different aspects of finances are intertwined.
We advocate for our clients to optimize their financial situation.
TAKE ACTION
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"It won't happen to me"
"I will take care of it when I have the time"
"Trusts are the wealthy"
"Why should I plan? I'm more than capable of handling my affairs"
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These are very common excuses for lack of planning. Whether it is putting legal documents, a financial plan or an insurance structure, in place, many people are under-informed.
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Changes in your life's circumstances, such as a birth, a death, a divorce or a medical condition, will impact your tax, insurance, and legal needs.
We are here to hold your hand through the process of change. We will advocate for you. We will work with your accountant, your financial advisor, and your attorney, to ensure that you not only have the right plan but that your plan is flexible enough to meet life's evolutionary changes.
Schedule Free
Consultation
Work Together
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We can work with you and the people you have designated in your legal documents.
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We can help whether your "people" are near or far away. More often than we would like to think, the people we think we can rely on have named may have too much on their plate. Who can help them fulfill their obligations to you?
why is this so necessary ?
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Very few advisors will take on the responsibility for telling you when it's time to create a tax plan, alter your insurance policies, including home, auto, health, and life) or update your legal documents.
We will guide you and raise the tax issues to present to your accountant, raise the financial questions to pose to your advisor and recommend the legal issues to raise with your attorney. That is how our system works. We are Financial Advocates.
How it works
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We provide a ongoing professional advisory relationship.
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We often help the person whose life is changing and they need an advocate to help optimize things. Often they don't understand the consequences of previous decisions they made or how to effectively communicate with other members of their financial teams.
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Once you find how easy it is to work with out team, visit with your Daily Money Manager / Advocate, annually, or at life changing events.
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Our multi step process begins with you talking to a coordinator to help assessing your current needs.
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The assessment then looks at your existing planning, if any. We then help to develop a cohesive, comprehensive plan to move forward and check in on people for their life.
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Every plan is tailored to each client. We accompany our clients to visit their advisors to ask the uncomfortable, yet necessary questions.
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We continue to work along side of your advisors on helping empower you, in order to maintain piece of mind and financial security.
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We meet with our clients regularly, according to their needs. But, our clients are assured that when the proverbial monkey wrench is thrown, we are there to help guide them through.
I'm a so grateful to you and your staff for always looking out for us. Your suggestions were always the magic we needed.
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Stephen P.
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I thank god for putting you in our life and helping in a difficult time.
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Mary Y.
It is so funny how Mom listened to your suggestions as a professional, yet when we her kids suggested the same thing she said she was not ready for the help yet.
Michael R. & Scott R.
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You made the transition I was going through much easier, dealing with all the stuff on top of the emotional stress was just too much for me. Thanks to you and your staff, you made it easy.
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Michelle B.
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