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

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 […]

What to Do About Retirement Health Care Costs?

(The source of this information is a research paper recently produced by Vanguard and Mercer Health and Benefits. I found it helpful and hope you do as well.) There is a great deal of fear swirling around the issue of the expense of health care in general and, particularly, in retirement. One of the reasons […]

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 […]

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