Philosophy & Process

EDUCATION

Our planning process, whether tailored or comprehensive, is fundamentally designed to educate our clients about their present situation and options to improve it, including risks and rewards, as well as costs and benefits. Clients who understand the how and why of their plans are better engaged, sleep easier, and have far fewer anxieties about their financial future.

ANALYSIS

We analyze our clients’ unique situations, evaluate planning alternatives, and advise clients of their options and our recommendations for implementation.

IMPLEMENTATION

Unlike some consulting firms, we do not educate, analyze, and then leave the client to implement chosen options on their own. In fact, we are involved throughout the implementation process, either executing the planning recommendations directly with the client or working with the client’s accountant or attorney to accomplish the objective.

ARTICLES

doctor writing prescription for financial wellness - financial guide for physicians and doctors
David Mandell

Achieving Financial Wellness: A Guide for Physicians

The term “wellness” has become increasingly popular in the general public at large, and within…

VIDEOS

stop watch on a table
Playbook

Tax Planning Updates

With markets at an all-time high, many investors may seek strategies that try to “time…

PODCASTS