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Financial Education

Financial transparency doesn’t mean much if we’re not speaking the same language. We work with our clients to make sure everyone understands the essentials of successful asset management.

Knowledge is power—and peace of mind.

Anxiety around finances is commonplace in America. In fact, a 2018 FINRA study revealed that some 53% of people consider themselves financially anxious. That’s why financial education is a top priority when working with our clients: knowing the tools and terms of a trade can alleviate a lot of stress in the long run. It’s also been shown that an increase in financial literacy directly correlates to an increase in financial health.

46% of Americans have less than $10,000 saved for retirement.

39% of millennials worry about their financial future “at least once a week.”

The power of compounding interest

Albert Einstein once said that “Compound interest is the 8th wonder of the world. He who understands it, earns it; he who doesn’t, pays it.”

Compound interest is key to a successful investment strategy, so it’s one of the first things we go over with our clients. Compound interest reinvests the growth of your funds back into themselves, meaning there’s more to earn interest from each time you calculate.

Initial Investment
Years Invested
25 years
Monthly Investment

Here are some other topics we cover


Understanding “mental accounting”

People often take mental shortcuts when thinking about their money—overestimating some factors, not considering others—and doing so can be very costly. We can help you pinpoint opportunity areas in your finances, and build good money habits along the way.


Inflation and the future

In today's extremely low interest rate environment, it’s never been more important to understand that any good strategy needs to consider the cost of living not just today, but long into the future. Understanding inflation and how to plan for it is a key part of our client relationships.

Helping you plan for what’s next and beyond.

With the right guidance, having a good financial plan in place can make a huge difference in your quality of life. Here are just a few of the ways we help our clients create the future they want for themselves and their families.