HELPING PROFESSIONALS lay the groundwork for the future

Between the demands of work and the complexities of your personal financial matters, planning for your own future can be challenging. Having a trusted team by your side can make a difference, allowing you to take a strategic approach.

Whether you’re a CPA, attorney or executive, we can help you design a financial plan for addressing the needs of today and the dreams of tomorrow. We understand the many important financial matters professionals must address, including risk management, tax planning, managing cash flow, valuating a firm or practice for purchase or sale and, ultimately, enjoying retirement. After determining where you stand, we can help you make the most of your hard-earned income and account for the expected and unexpected as part of a holistic financial plan.

Case study

Finding a clear path to her goals

Tracey, a 55-year-old lawyer, needed help shoring up her retirement savings. The past few years, she struggled with lifestyle inflation and now had concerns about outliving her savings. We would help her clarify her priorities and get a handle on her cash flow, showing her how long her money might last and stress-testing her portfolio. We would also help her design an income strategy that aligns with her vision of retirement.

see the retirement readiness checklist

The hypothetical example above is for illustrative purposes and is not representative of any actual experience. Individual results will vary.