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Our Process

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.

Is Resonate Right For You?

Answer 5 simple questions about your situation and core values, to help start the conversation.