Resonate – Connecting Client Centered Financial Planning and Lasting Legacies

Text Size:

Understanding Resonate

Text Size:

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.

Find Out More

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.

Start The Conversation

Areas of Expertise

Issues Of Aging

Intergenerational Planning

Transformational Philanthropy

Unique Processes For Widows

Planning For The LGBT Community

When Life Shifts

News & Notes

Life Insurance Can Provide Stability When Families Need It Most

I found this Article to be of interest – I hope you do too! Barb Culver

The Fed Calls Time for a Reality Check

I have written about the inverted yield curve in the past and find the reference to that in this coverage of the latest interest rate cut to be of interest. Hope you do as well! Click here to view the complete article. Barb Culver

Were You Impacted by the Equifax Breach?

Since the Equifax breach was massive, I wanted to share the latest information with you. If you have spent time or money since September 2017 dealing with the breach, you can request reimbursement for up to 20 hours of time spent reclaiming your identity. The hourly rate for reimbursement is $25. If you incurred extra […]

Emerging Markets

Why should you invest in emerging markets? Check out this article written by Ryan Gilmer from our strategic back-office partner. 4 Reasons to Invest in Emerging Markets Barb Culver

Protection in a Digital Age

As we are constantly concerned about keeping your data secure, a recent article in Fortune magazine titled “The Idiot Box Gets a Little Too Smart” written by Ashwin Rodrigues (August 2019) reminds us that smart TV’s are “essentially a big computer.” Just like any other computer in our homes, this one collects data to allow […]

Yield Curve

Indeed, we seem to be living in interesting times! I know I have spoken with many of you in the past regarding the yield curve and past lessons we have learned from it. I found the attached article written by Sonal Desai, Ph.D., Chief Investment Officer of Franklin Templeton Fixed Income to be of particular […]

Do You Remember 1987?

(I give credit to a Motley Fool article called “Party like It’s 1987” written May 12, 2019 for much of the information in the following article. Also, I am not making any recommendations to buy, sell or hold any particular positions.) Through April 30, the S&P 500 index had earned 18.3%. This is the best […]

Do You Know Anyone Who is Moving?

As part of our concern for your overall well-being, I thought that some points about moving included in a recent insurance communication might be of value to you or someone you know. If you are moving out of state, is your current property and casualty company licensed in the state you are moving to? If […]

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 […]

Keep in Touch

We’d love to keep in touch with you! Please sign up for our quarterly newsletter in electronic or hard copy. Also please let us know if you’d like to receive market updates and other timely and thought-provoking communication we share with clients on a regular basis.