When smart people seek out help with their financial affairs, it can feel like you're walking head-on into a wall of confusion. There's disparate advice from a variety of disciplines, and even the savviest business owner doesn't come to the table as an expert who can assimilate the parts into a cohesive whole.
In addition, most conversations quickly move into an oddly impersonal number-centric zone. The discussions surround what you have instead of who you are. What about the life you've lived to date, the life you wish for going forward, and even the future of your bloodline?
The Humanity Factor takes the confusion wrapper off by placing you at the center of the conversation. We begin by helping you take stock of today. When you become clear about your sources of pride and passion, you'll find that your biggest aspirations for your future flow forth with unexpected ease.
Armed with the context of who you are in the world and where you aspire to go, this non-numeric reality becomes the foundation for creating your financial plan. At the end of the day, your plan will feel like it's truly your plan. Then we walk with you in a leadership role to help you live what's on the printed page.
Importantly, Cedar Brook brings deep expertise and established service models to the table in both the personal side of planning and planning for your business. Many business owners find that for the first time, they can address both realms thoroughly and integrate them seamlessly.