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

Should I Name Individuals or a Trust as the Beneficiary of My Qualified Retirement Plan/IRA?

Memory Loss

As you may or may not know, Resonate has extensive experience working with individuals, couples and families facing dementia and Alzheimer’s. We have a special compassion which stems from twelve years of personal experience with my own father. Therefore, we are constantly watching for the latest from thought-leaders in this space. I hope you fine […]

How to Plug 3 Retirement Leaks

As more people flock to low-fee funds and inexpensive investment advice — including robo-advisors and target-date funds — investors need to be mindful that there are other potential leaks in their portfolios. “There are a lot of inefficiencies in money management, and in fact, those inefficiencies collectively are actually much more impactful on your long-term […]

Warren Buffett's Investing Style

I found the this article to be on interest. I hope you do to! Barb

Thinking About Having a ‘Green’ Funeral? Here’s What to Know

Good Article from The New York Times.

Income + Tariffs + Inflation = Underperformance

Keeping Volatility in Perspective

Based on the continuing market volatility, I thought that you might find market perspectives from various economists and portfolio managers employed by the Capital Group to be encouraging. (Many of you will recognize the name of the Capital Group’s subsidiary – The American Funds.) Founded in Los Angeles, California in 1931, the Capital Group ranks […]

More Tax Tidbits

The Future of Retail

Chances are you know there is a sea change going on in the retail industry. But you may not realize how far and how fast the online tide is rising. Singularity University founder Peter Diamandis invites you to recall the powerful retail networks created by Sears, J.C. Penney and Macy’s. Since 2006, the stock value […]

How to Argue… and Live!

While the title of the original article referenced for this blog is “How to Argue” and cites what I hope you will find to be interesting information, I also think the content is relevant to “How to Live”. If each of us would release the position of “Both sides are assuming that the other person is […]

Keep in Touch

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