Personal financial advocacy is an uncommon solution to a common problem: where do you get good financial advice that you can trust? A financial advocate is much like a "financial physician"; he or she is a knowledgeable, experienced professional whom you hire to guide you through a maze of complex facts and considerations to a customized solution that is perfectly tailored for your situation.
Unlike other financial services delivery systems, a financial advocate is paid only by you to deliver the recommendations and decisions that you would make yourself if you had the time to completely study all of your options and the knowledge and experience to properly assess them. Coupled with our independence, this compensation structure ensures that our guidance is not compromised by the conflicts of interest which plague financial conglomerates or other financial advisers. Clients are free to focus upon and attend to the other priorities in their lives with confidence that their financial affairs are being conducted in a manner which is in their best interest and best for their particular financial situation.
If you are of the opinion that you can "do-it-yourself" as well as our trained professionals who have devoted their careers and livelihoods to these issues can do, you will not be interested in our services. If you are seeking someone to help you find something that will give you the highest return number this year, you need to go elsewhere. But if you recognize that making proper financial decisions is not as easy as many would try to have you believe and you are ready to get serious about your financial affairs, you might want to learn more. If it is more important to you to reach your long-term financial goals than it is to have good fodder for your cocktail party discussions about this year's "big winner", then retaining a financial advocate to help you achieve those goals may be best.
We deliver our services to clients in 3 ways:
- One-time financial consulting - Like a financial "physical" to get you headed in the right direction for a one-time fee
- Ongoing financial advocacy - After developing a mutually agreed direction, we assist you in implementing all aspects of your financial affairs, making sure that your best interests are being protected at every turn
- Trustee services - We can continue to act as your advocate for a limited term or in perpetuity after your death to ensure that your wishes are properly carried out
Click on the links on this page to learn more about each of these services.