When clients hire us as their personal financial advisors, we assume a multi-faceted role. Depending on the client’s needs, our responsibilities might include crafting a financial plan; putting together a balance sheet; examining cash flow and expenses; investing, managing, and rebalancing investment assets; linking up with related professionals on the team, to include attorneys and accountants; and a myriad of other actions. We want clients to be reassured; from simple questions to life-changing events, we’re here to help.