7 North Street,
Once we know what you want to accomplish, we can work with you to develop plans and implement strategies to help you accomplish your life goals. Our financial coaching and financial consulting services include the following:
Stock Option Planning
Cash Flow Management
Are you aware of, or understand all your options? Our experience, knowledge and in-depth resources can help you achieve your goals.
What specific problem(s) are you trying to resolve in your Business, your Estate or your Investment Portfolio?
We utilize a 4-step process that enables us to help our clients with financial and retirement planning.
Step 1: DISCOVERY
Gather InformationDiscover Your NeedsAlign PhilosophiesSet Expectations
Step 2: DEVELOP PLAN
Identify Goals & ObstaclesEstablish Time HorizonCreate StrategyBuild Financial Plan
Step 3: DESIGN
Understand Risk CapacityUnderstand Risk ToleranceRealize Personality & PreferencesImplement Strategies
Step 4: DETERMINE
Ongoing CommunicationReview & Revise StrategiesProactive, Responsive & Transparent ServiceEducate Clients
If you would like to have a no cost and no obligation conversation about your financial and retirement strategies, please contact us online or call our office at (413) 499-5212. We can schedule a time and location that is convenient for you.