We educate clients on all things related to money. People come to us from all levels of success seeking to coordinate and integrate their financial life. “Coordinate” because there’s what feels like hundreds of moving parts across maintaining a bank account all the way to devising a bulletproof investment and retirement strategy. “Integrate”, meaning we want to confirm all individual financial decisions complement and enhance the others. Just since you have all the oars in the water doesn’t mean they’re rowing in the same direction!