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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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  • Steve Greeting Tom and Alice
  • Barb & Richard
  • Steve Greeting Michaelle
  • Barb, Jean and Megan

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
Issues Of Aging
Intergenerational Planning
Intergenerational Planning
Transformational Philanthropy
Widows
Unique Processes For Widows
Planning For The LBGT Community
Planning For The LGBT Community
When Life Shifts
When Life Shifts

News & Notes

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.

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