
Andrew Friedman, CFP®
Our clients lead busy, fulfilling lives. They look to us to provide sophisticated wealth management, as well as to simplify their financial decision making. We have structured our practice to serve both goals. For example:
Identify blind spots
Like a balance sheet has both assets and liabilities, a well-designed financial plan describes how to both PURSUE your goals, and protect against anything that might PREVENT you from reaching them. For example, a serious health issue, the loss of a spouse or a long-term market correction. We refer to these "Blind spots", and build contingencies against them into your plan.
Create financial checkpoints
Your financial plan is not a static document – it evolves as circumstances dictate. That's why we create "Financial checkpoints" – specific signposts with action items built into the plan.
Provide comprehensive recommendations
Every decision involving money affects the next one, and the one after that. That's why clients seek our counsel for every financial decision. We can both provide thoughtful and ensure that each decision adheres to your overall strategy.
Commitment to client evaluation
Our clients count on us to simplify their wealth management … but they don't want a "black box" – they want to fully understand the strategy and tactics. This kind of collaboration approach builds and sustains a close, long-term relationship, and we are committed to sharing our knowledge and expertise with you (and your family).