Consulting on Another Advisor's Financial Plan (Forbes Article)

We work with clients of all kinds – from young entrepreneurs to retirees, we have a diverse workload. However, this spring we received a unique request: consulting on another financial planner’s financial plan! The request came from Roger Ma, a well-respected independent advisor in New York City. We feel honored that the Mas trusted us to review their finances, and I think it’s safe to say that we all enjoyed the experience. Roger shared why he chose to work with us in his article on Forbes.com about “Why I Hired A Financial Planner – Even Though I’m A Financial Planner Myself.” Thanks for the kind words, Roger! We think we’re pretty great too… here’s why.

We build financial plans to support our clients’ goals and values. We have a fiduciary responsibility to provide clients with the best advice at all times. But what’s best for one person isn’t necessarily best for another. During the onboarding process, we take clients through a series of life planning exercises to learn what’s truly important to them, and from there we build a financial plan that supports and inspires them to live the life they truly want.

We’re at the top of our game technically. We work hard to make sure we’re always learning about the latest financial planning topics and coming up with creative strategies to maximize the bottom line. We’ve earned some of the top credentials the industry offers, attend multiple professional conferences each year, constantly read blogs, books, and journals, and network with other professionals in formal and informal settings. We are truly passionate about financial planning.

Like many professions, financial planning is an art and a science. We deeply care about our clients, and we’re honored to use our expertise to help others lead richer lives.