Our practice is centered around comprehensive financial planning, including but not limited to:
We seek to organize your financial position by defining, prioritizing & devising realistic goals. We can help you with planning for short-term goals (e.g. home remodeling, traveling, or saving for major purchases) as well as long-term goals (e.g. college planning, saving for retirement). Our clients are encouraged to use us as a sounding board; we are your first resource to call upon when issues arise that impact your financial situation. You may be considering a career change, home refinance, the cost benefits of installing solar panels on your home, or you may just want some clarification about your employee benefits or retirement plan. We care about your personal and financial well-being; we'll take the time to find out what matters to you, research your options, and define solutions. Your plan is dynamic, and we'll continually review it together over the years.
We are currently working with over 300 investment management clients. Our clients include individuals, families, foundations and trusts, and business retirement plans.
Henry has held his CERTIFIED FINANCIAL PLANNER™ designation since 1987. He also recently acquired his Certified Financial Transitionist® designation in 2017.
Henry has been actively engaged in the financial planning profession since 1985.
Balance, Capacity & Continuity are concepts that are central to the vision of our practice. We encourage our clients to embrace balance in their lives. This may mean spending more time with friends and family, taking up a new hobby, or simply relaxing with a glass of wine. We want you to live longer, and we want you to reap the benefits of your hard work. To achieve this balance, we believe it is crucial to maximize your capacity; by optimizing your time & resources you’ll have increased opportunities to do the things you want to be doing. Finally, maintaining a long-term focus and reevaluating your financial plan on a regular basis ensures the continuity of your resources – for your lifetime or for your family’s.
Upon deciding to work together, you can expect several points of contact as we devise a comprehensive plan that addresses your financial goals. In subsequent years, you can expect at least an annual review of your investment allocation & financial situation. We are always available as needed to provide you with guidance through market fluctuations and changes to your financial circumstances that necessitate our expert advice.
We are a small, personal touch firm. Our fees are low; our customer service is personable. Our services are geared towards accounts of $500,00 in investable assets or more, however for younger households, a commitment to saving and planning takes precedence over account size. Our first meeting is complementary. We’ll take that time to review your goals and concerns relative to your current financial position. If we can help you, we will recommend options for our services and you can decide if you’d like to proceed.
Our clients typically have investment portfolios of $500,000 or more. We do, however, welcome and enjoy working with clients who do not yet meet these thresholds but are on the path to reach them in the near future.
As a prospective client, we will meet for a complementary discovery meeting. We will discuss your financial situation as well as our firm’s ability to help you.
Many client engagements begin with a financial plan that addresses the multiple aspects of your personal finances. Please contact our office to set up a meeting when you are ready to get started.