When you work with an Accruent advisor you can expect a personalized, in-depth, knowledgeable consultation tailored to your unique story and financial needs.
If you are looking for help in any of the following areas give us a call!
Organization.
We will help bring order to your financial life
By assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow).
Accountability.
We will help you follow through on financial commitments
By working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
Objectivity.
We bring insight from the outside to help you avoid emotionally driven decisions in important money matters
With our evidence based investing approach and life-centered financial planning process we can act as a coach to support you in achieving your financial goals.
Proactivity.
We work with you to anticipate your life transitions and to be financially prepared for them
By regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
Education.
We will explore what specific knowledge will be needed to succeed in your situation
By first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
Partnership.
We attempt to help you achieve the best life possible and will work in concert with you, not just for you, to make this possible
By taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer full transparency acting as a fiduciary in all that we do for you.
