How We Help Connect Your Life with Your Wealth
Oftentimes when we meet a new client, we see their financial life spread all over. Some accounts here, old 401(k)s there, and insurance policies from various decades about. One of the first things we do is organize these assets into one place. When we do that, the client is in a much greater position to implement strategies that lead to their success, however defined.
We then work with our clients to develop a family vision. The establishment of objectives creates a north pole that will lead the detailed financial planning and recommendations to come. These goals have been fairly direct, like funding children's college tuition, a dignified retirement, or a carefully reviewed long-term care plan. They have also been more unique, like taking a year off school and work to travel the world as a family.
As objectives are established, our team gets to work behind the scenes. Leveraging over 45 years of financial planning experience, we take all of your financial variables and consider recommendations that will lead to a higher likelihood of goals achieved. You may have one lead advisor, but, at Acorn, the entire team has seen and worked for you.
In a nutshell, that is how we help build meaningful and sustainable financial plans for our clients. Over time, conditions change that we do not have control over. Whether the change is driven by legislation, market cycles, interest rates, the local economy, we make a commitment to meet regularly and adjust strategy accordingly.