Perhaps you’re wondering, “Is Modera a good fit for me?”
We may be, if you’re looking for advisers who will strive to provide you with a high level of care and attention, examine, and evaluate your entire financial picture, offer prompt responses to your questions, and present you with customized solutions. Every Modera adviser is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Here are some of the types of clients who generally collaborate with us:
Individuals and couples of means who want guidance on how to achieve their financial goals. They may be mid-career or already on the verge of retirement. Their lives are busy and full, leaving them little time to devote to financial planning.
Business owners who are looking at the future. They may want to sell their business one day, or pass it along to a family member. They could be looking for help with current financial management or support with carrying out their plans down the road. Many of our clients in this category are physicians who prefer to focus on medicine instead of money.
Executives and Practice Partners. C-level executives, attorneys in partnerships, and entrepreneurs often fit into this group. As high achievers whose days are taken up fully with work, they often come to us for help with managing their complex compensation packages and other career-related financial issues.
People who have recently experienced a life-changing event, such as the death of a spouse, receiving a large inheritance, or other occurrences that can have a sudden impact on one’s financial situation.
Foundations, endowments, and nonprofit organizations that want careful and attentive oversight of their investment portfolios, taking into account such needs as income generation, diversification, low costs, and risk protection. They are also seeking professional financial guidance in order to free up more time to focus on their organizations’ missions.
Real Life and Financial Planning
There are many reasons for individuals and organizations to seek support of a professional to provide financial counsel. We’ve provided a few stories here.
The stories represented here are hypothetical in nature and are used for illustrative purposes only. They are not intended as and should not be construed as a testimonial.
Of course, these are just examples. Whether or not you can place yourself squarely in one of these categories, if you feel a conversation with us would be worthwhile, we would too.
You will find us candid and caring; sophisticated in our approach, clear in our communications, and very attentive and supportive.
Sound good? Please contact us to see how we can help you.