Any morning we open the business pages of most newspapers, we read about money; the markets, the economy, the numbers and recent business technology. The news is presented as though currency is cognitive, mostly without emotion. Money is supposed to be objective. But our financial lives are not that impersonal.
We support clients in looking at both the thinking and feeling sides of money, integrating these complex pieces so there is resolution of Family Enterprise, Couples, Individuals, and Estate Planning issues. We also want the problem solving process to bring satisfaction and peace of mind.
Our role is to facilitate clients in reaching their goals by addressing the issues, supporting them in making decisions and acting on them with commitment.
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