It starts with values-based financial planning that focuses on your core life values and goals. Resonate’s investment advisors and client service professionals take a compassionate interest in creating meaningful strategies aligning your life, money, and purpose.
We enjoy working with our clients. Resonate’s clients share our holistic approach to finances. It provides a common foundation that allows all of us to embrace planning for richness of life. Financial decisions are made with purpose that adds meaning to our clients’ lives. Our clients also tend to be life-long learners, which contributes to our ability to help in developing creative, thoughtful life and financial strategies.
You benefit from a comprehensive personalized plan, which extends beyond traditional retirement planning and social security claiming strategies. Our personalized services help guide clients to make informed decisions considering all of your life values.
For example, we help you enrich estate and legacy planning by considering how to protect an inheritance and how to simplify intergenerational planning. We also help you express your personal values through charitable giving, socially responsible investing, and transformational philanthropy.
At Resonate, we work together as a team to help you achieve your financial strategies and life objectives. You also may benefit from other professional resources aligned with Resonate, including experienced professionals in the areas of investment, law, and accounting. You can be assured that, at Resonate, we will provide the highest level of attentive and personalized assistance and service. Your purpose becomes our mission.