Family Economics Customized to Your Life
OUR PHILOSOPHY
No two families have the same needs when it comes to planning their finances, investments, risks, estate, and administration. We design custom - BESPOKE- Wealth Plans in the context of sound tax advice and personal consulting. Everything else is derived from there. We believe all families deserve a consultative and thorough course of action, stressing the client needs rather than the client's investments, to benefit their financial well-being.
What We Do
Our Process, Your Success
After our initial mutual interview, where we each decide we are the right fit, we discuss expectations and then delve into our Wealth Design process. It begins with in-depth conversations discussing you, what you want in life, and how you got to where you are. We then delve into your tax situation and the drivers of your taxable income. From there we collaboratively work to discover relevant areas of need and prioritize the items to address the most pressing first.
As implementation of your Wealth Design progresses we actively monitor each action through it's completion. Through a lifetime, new events constantly require assessment and analysis; for each we are there to help you make the most well-informed decisions.
As the longer-term Wealth Design items are addressed, Bespoke pro-actively reviews your situation and adjusts your plan to reach your goals. This ongoing refinement and collaboration helps keep you on track and fully aware.
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Delivery
Delivery of our services is entirely virtual via the internet. We rely on web conferencing, voice communications, and secure portals. All technology used to deliver your services is secured via SSL and available across platforms.
This is beneficial to today's busy and mobile families so you may view your plan at anytime. And anytime you need to review the plan, have a what-if to run, have a question, or anything else we can assist.
Should you be near one of our offices, we would be happy to schedule a meeting and hold our conferences in-person.
CONTACT US.
Address
700 Kinderkamack Rd
Suite 200
Oradell, NJ 07649
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Phone
866-594-0136