How We Help

We help clients make wise financial decisions in six ways                                         

  1. Organization 
    • We help you get organized. The financial planning process helps you sort out what is important to you and what isn't. It brings order to your finances so they are easier to understand and you make smarter decisions.
  2. Accountability 
    • After you identify what is most important to you and the steps to get there we help you follow through on the financial commitments you made to yourself and to others. 
  3. Objectivity 
    • We bring our insight and experience from years of practice and apply it to help you avoid emotionally driven decisions on important money matters. We work only for you as a true fiduciary. No bias. No conflict of interest. 
  4. Anticipation 
    • Financial planning focuses on the future and helps you to anticipate life transitions so you are ready for them. It is better to prepare than repair.
  5. Education 
    • Are you confused by the various recommendations and warnings that bombard you every day regarding  money and finances? We help our clients understand the difference between the important and the unimportant. We speak your language and explain complex matters in simple ways. 
  6. Partnership 
    • We work with you - not for you. We work together to help you reach your goals. We provide the coaching you need to be as successful as you want. 

© PennyTree Advisers, LLC 2018