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

The Baby Boomer's Guide to Social Security

I found this article to be very comprehensive. Click Here to view article from Lincoln Financial Group. Barb Culver

Facing the Realities and Adversities of Aging – Part 2 of 2

This is the second in a two-part email on aging. If you missed part one, please read blog 1 of 2. Credit to Thomas Day through the courtesy of the National Care Planning Council provides provocative information. Part Two of Two: The Effect of Inadequate Income and Lack of Savings According to the […]

Is Emerging Market's October Out-performance Sustainable?

Here is an article you may find interesting. Is Emerging Market October Out-performance Sustainable? Barb Culver Resonate, Inc.

Facing the Realities and Adversities of Aging - Part 1 of 2

As you may already know, I am deeply concerned about the lack of preparation by the majority of Americans regarding the aging process. In part one of this two-part blog, Thomas Day through the courtesy of the National Care Planning Council provides provocative information. Part two of the blog will be released next week. Part […]

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 […]

Keep in Touch

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