Crafting Your Efficient and Personalized Financial Plan
Individuals that come to Modera typically have accumulated significant assets or they’re on their way to doing so, and they do that because they’re working lucrative professions that require a lot of attention and focus. They have significant needs. It could be around the business, could be around the profession, risk management considerations. We have a broad range of clients across the United States. We also have a team approach. We can enlist our colleagues to assist and craft a solution that’s designed specifically for each client’s situations. We get a background, full background on the client and their family and their aspirations. Synthesize that information to develop solutions that suit their temperaments, their needs and their goals.
We try to be proactive as much as possible. That means once we gained that knowledge and historical perspective on a client and an understanding of what they want to achieve, and it allows us to always be on the alert for potential solutions and ways that we can enhance the efficiency of their financial lives. We can meet with them in any number of ways.
I love the relationships that we’re able to build with our clients and that we have built. I love the colleagues that we have. We’re all pulling in the same direction. We’re trying to be proactive, trying to be the financial adviser of choice, and I appreciate the depth of the organization and the support that they give every one of us as we try to keep delivering excellent service.