The Values Conversation

 

This is one of the first conversations and foundational guided exercises that we work through with a client, no matter why they've decided to work with us.

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Understanding a family's current financial situation (their Family Net Worth) and their core family values and beliefs is critical for building a solid relationship and for a complete understanding of their unique financial situation.  No matter where you happen to be going, the first thing you always need to know is . . . where are you, right now.

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The Wealth Management Dashboard

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Once your net worth has been calculated, the individual components can be uploaded to our web-based wealth platform we refer to as "The Wealth Management Dashboard". Once a client's financial assets and liabilities are uploaded to our safe and secure electronic platform, their net worth can be automatically updated every evening depending on the current financial environment.

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​With a unique username and password, our clients can access their family's financial information (and a variety of other tools and resources) 24/7 from anywhere on the planet.