The Holistic Approach to Life Planning
“We carefully guide you through all your personal financial milestones, offering objective, thoughtful insight along the way.”
–A.J. Amato, Founder
We believe close communication is critical for building a strategy aligned with your needs. Beginning with our initial meeting, we strive to strengthen our relationship at every phase of our four-step planning process.
Before making any type of recommendation, we meet to learn about you and your family. This enables us to assess your situation, current needs, risk tolerance and future goals.
After evaluating your personal situation, we gauge your progress toward your life goals and priorities. We then propose specific strategies we believe are suited to your needs.
We partner with you to develop and put into action a customized plan that takes into consideration all areas of your financial life and helps you confidently pursue your goals.
Events large or small can impact your life. So we maintain regular contact with you to observe and adjust your plan as the markets fluctuate, or your personal goals or circumstances change.