Resonate – Connecting Client Centered Financial Planning and Lasting Legacies

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

What Affluent Clients Want from Their Financial Advisor

The following video captures some of the similarities among affluent investors which we strive to meet every day.

Intergenerational Planning

Longevity and Planning

A common goal inherent in planning is to be able to sustain a desired lifestyle for as long as needed. One key question and concern is: “On what age(s) is your planning based?” I contend that many plans have not considered the following: The Methuselah Foundation says, “By advancing tissue engineering and regenerative medicine, we […]

Time Value of Money

Compound Interest: The 8th Wonder of the World! One of the first things I learned in finance class was time value of money calculations. For those not familiar with what the calculation entails, it involves entering inputs into a financial calculator such as number of years, interest rate, and other assumptions to determine a future […]

Sudden Tragedy

On Saturday June 11, 2016, there was a senseless, horrific attack on members of the GLBT community. While the politicians rush to affirm “this was an attack on all Americans,” the GLBT population has been attacked and discriminated against for centuries in ways that only those who live the life can understand. Because the discrimination […]

Observing Secondary Stocks

To our Resonate family, your families and friends, Recently, I have been receiving emails from clients worried about the U.S. and global stock markets. I thought that Stephen Leeb’s comments in the June 13, 2016 Complete Investor Hotline were interesting. Leeb writes: “One number we continue to watch: the relative performance of so-called secondary stocks, […]

Brexit Commentary

As you probably know by now, history was made as England voted to leave the European Union (euro) and re-establish the pound as its currency. We are pleased to share with you an insightful commentary from the Chief Investment Officer at ValMark. TOPS – BREXIT Message – June 2016 We will continue to write frequently […]

Women Retirement Challenges

A new study has raised eyebrows about the retirement prospects of women. Download the article attached. Do Women Face Greater Retirement Challenges Than Men?

Brexit - Observations from Leeb

To our Resonate family, your families and friends, It is during times like these that your Resonate team chooses to stay especially close to you. We filter through much of the “noise” and attempt to distill out the “news.” I thought these observations from Stephen Leeb were of interest and hope you do as well. […]

Will Our Money Last as Long as We Live?

When tragedies such as shootings in the South Carolina church or the Orlando bar happen, people often question how long they might live. While no one knows for sure, of course, here are some interesting facts from the October 9, 2014 USA Today article by Larry Copeland. Life expectancy in the USA rose in 2012 […]

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Understanding Resonate

Understanding 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.

Areas of Expertise

Issues Of Aging

Intergenerational Planning

Transformational Philanthropy

Unique Processes For Widows

Planning For The LGBT Community

When Life Shifts

News & Notes

What Affluent Clients Want from Their Financial Advisor

Intergenerational Planning

Longevity and Planning

Time Value of Money

Sudden Tragedy

Observing Secondary Stocks

Brexit Commentary

Women Retirement Challenges

Brexit - Observations from Leeb

Will Our Money Last as Long as We Live?

Keep in Touch

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