Resonate – Connecting Client Centered Financial Planning and Lasting Legacies

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Understanding Resonate

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Your level of comfort, understanding, and assurance takes precedence at Resonate.

We find that financial wealth is most fulfilling when it integrates with and supports one’s richness of life. That is why Resonate’s approach blends quantitative and qualitative financial planning as we offer unique, personalized strategies to help clarify and achieve meaningful and life-enhancing financial objectives as defined by each client.

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Understanding You

Unlike most other financial advisors, the Resonate process is focused on more than numbers. We think of money as a means of fulfilling your life purpose and create integrated plans that meld who you are (values and life purpose) with what you have, through a process that is flexible and customized to you.

We start by gaining a clear understanding of who you are, what matters most (and least) to you and the level of finances you have with which to work.

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Areas of Expertise

Issues Of Aging

Intergenerational Planning

Transformational Philanthropy

Unique Processes For Widows

Planning For The LGBT Community

When Life Shifts

News & Notes

Say Goodbye to Passwords!

Under the theme “Fraud Watch 2019” there is an article titled “Making Sure You Are You” in the April 2019 AARP bulletin. I think that passwords can be frustrating to both young and old alike. Soon, passwords will be obsolete as a body of science called a biometric authentication continues to advance. Rather than typing […]

An Update on the Latest Position on Tariffs

There has been a flurry of activity regarding our trade policy with China and China’s reaction to it. Jeff Herzog, Ph.D. and Portfolio Manager at Lord Abbett, published this analysis on May 17, 2019. I thought it was very insightful and hope you do as well! The title of his article is “Tariffs, Tweets, Trade […]

Looking for a New/Pre-owned Car/Truck/SUV in 2019?

Kiplinger predicts “there will be plenty of deals in 2019.” (Source: The Kiplinger Letter April 12, 2019.) While there may be fewer incentives than in 2018, here are some tips for 2019: August and September are good months to shop as 2019 models are cleared from lots to make room for the 2020’s. The same […]

Beware These Life Insurance Traps

While it is not necessarily a popular topic, understanding some life insurance basics is essential. This is because there are many uses of life insurance throughout our lifetimes. Fortunately, there is a type of insurance that matches various needs. For example, insurance may be needed for: Liquidity at death to pay bills, pay taxes, replace […]

What Just Happened?

Here we were, coasting merrily along in the U.S. stock market. Then, all of sudden, the last few days hit! While I will be sending several opinions on consecutive days, I wanted to start with this one from Giolio Martini, Partner, Director of Strategic Asset Allocation at Lord Abbett. Will Trade Trauma Trip Up U.S. […]

We've Moved our Office

Is the Bull Market Over?

Here’s an ARTICLE you may find interesting.

5 Year Economic Prediction from Northern Trust

The information in this email is not to be taken as a recommendation to invest in any certain way. Ginger Szala wrote “6 Economic Predictions for Next 5 Years: Northern Trust”, Sept. 10, 2018 as a result of interviewing Bob Browne the Chief Investment Officer of Northern Trust.) Northern Trust has been shifting assets back […]

When Older Family Members Will Not Address The Realities Of Aging

As you know, your Resonate team is dedicated to “helping clients create best outcomes during life’s most difficult times.” The aging process often creates “difficult times” within families. We have found that proactive, skilled facilitation of “what if situations” provides time for thoughtful discussion and creates compassionate solutions to which everyone agrees in advance. Then, […]

Boomers, Gen X-ers, Millennials, and Money

One of the special skills of the Resonate team is working intergenerationally. We are grateful to be working with three generations of many of our clients and – in some cases – with the fourth generation as well. Here are some of the insights we have learned from our client families: Baby Boomers are feeling more […]

Keep in Touch

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