10 Grand Central 155 E 44th Street
12 th FL
New York City,
Individuals and Families
Upon meeting with our financial planners, the first step is getting to know you. The basis of planning revolves around your present values and future goals. We understand each person’s needs are different and so we provide a few paths of engagement.
We uncover what is important to you, what planning having you implemented so far and how much of your needs do you want to solve now. During this meeting we will conclude which approach will best suit your current needs and budget by selecting one of the engagements below:
"Unless commitment is made, there are only promises and hopes; but not plans." - Peter F. Drucker
Selecting a product-based solution means you have a particular
need you would like to fulfill or you just want to begin implementing
solutions in one particular area. We will perform a needs analysis
to determine a suitable solution.
Our Asset Management services provide several solutions for investments.
We can review current investments or provide suitable solutions tailored
to your risk tolerance , time horizon and investment philosophy.
Financial planning is important because it helps individuals realize their current situation and think realistically about their future. It identifies changes that need to be made today to reach desired goals for tomorrow.