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.
Clients appreciate that we function as a relationship-driven organization, a distinction that’s apparent from our first conversations. We believe that building your ideal financial portfolio requires a compassionate understanding of your current situation, goals, preferences, and values. It’s a holistic approach to finances that integrates all the facets of your life with the physical, psychological, spiritual, emotional, and financial dimensions of money.
Many of our clients benefit from our ability to help them create values-based financial plans with a relationship focus. This understanding is then applied to your goals, which may include retirement strategies, estate and legacy planning, intergenerational planning, financial planning for same sex couples, and transformational philanthropy.
We also provide comfort and stability for uncertain times through financial planning for widows, handling an unexpected health diagnosis or death claim and dealing with issues of aging.
From the beginning of the relationship, Resonate advisors listen to hear your needs, goals and values and then respond with creative, compassionate, experienced guidance and advice.
Explore our website to learn more about our distinctive philosophy and process, or call us to arrange a meeting. We look forward to working with you to further enhance your richness of life.