YOUR INFORMATION organized and in one place

We have found that most people don’t really have a holistic understanding of their financial picture, much less a strategy to organize all the details. For many of our clients, the first step is to track down every item and stray account on the balance sheet. We then assist in consolidating and simplifying as much as possible, so that they can track everything in one place.

We know how hard it can be for an heir to piece together the details of an unorganized estate. So, we guide our clients through a process to seamlessly convey all accounts and details to their spouses or desired heirs. We know we can’t soften the blow of an unexpected death or disability, but the confidence of knowing your family will be taken care of in an orderly fashion is invaluable.

Our clients have access to a secure, digital archive for everything their heirs will need, including:

Essential documents

These could include your will, trust agreements, birth certificates, deeds and health directives.

Your multigenerational picture

A complete view of all the most important people in your life.

Wealth overview and corporate benefits

An assessment of all your assets and liabilities across all advisors and financial institutions, as well as your corporate benefits including pension and 401(k) plans, deferred compensation plans and option plans.

Expectations and service outline

A formal outline of what you can expect from us in terms of communications and meetings.

Insurance and beneficiaries

Documents for your personal and group life insurance, annuities, disability coverage and long-term care plans.

Financial life plan

A record of the custom, multigenerational financial strategy we develop for you – designed in conjunction with your other professional advisors.

Performance and planning review

An overview of your overall portfolio, including assets that may be held in benefit plans or outside our firm.