Life with wealth is a both/and adventure...
The Whole of You
It starts with a Personal Financial Framework that integrates a deep understanding of where you want to go with the technical knowledge of how to get there.
1. We begin with an inventory of your financial resources and a map of how money flows through your life.
2. Next, we explore your perspective about — and how you typically make decisions about — money. The messages and unspoken assumptions that you bring, along with your vision about your future.
3. Finally, we look for knowledge gaps that may be of particular importance to you. Where desired, we help broaden your perspective and increase your confidence in dealing with the world of money.
Combining these elements creates a Personal Financial Framework that allows you to better distinguish between what’s right for you and what you can let go. No more decision angst to drain your time, money, and emotional energy. And no more ineffective assortment of financial products. Best of all, it’s flexible and dynamic, a uniquely powerful tool for dealing with change, minimizing risk, and maximizing your financial opportunity set.
The Dynamic Wealth Journey
Your world of financial opportunity will become simpler and more expansive at the same time.
The Connected Partnership
Finally, we can reach out to our many professional connections to augment our team in a way that is right for each client’s specific circumstances. If you need a highly specialized service or input, we will help you find the right person.
At Griffin Black, client relationships are a place to proactively deepen knowledge, creatively solve problems, and capture new opportunities. We’re a sounding board and a thought partner. Investing plays its rightful role as one piece of a bigger picture, but not the sole focus.
We also provide proactive and thoughtful operational follow-through. Many firms will promise implementation, but in reality there’s an unfortunate lack of attention to sound execution and the ongoing management that’s needed to make your decisions truly effective. We are your project manager and advocates for authentic follow-through.
