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It's impossible to predict the future. But we can help you plan and prepare for the unexpected to ensure that your finances - and family - are well protected.

Growing and Protecting Wealth for Generations

As a fiduciary, our focus is always on you.

Which means helping to protect you from the financial risks associated with health and longevity.

The questionnaires below help us better understand your current practices and preferences, and enable us to more effectively secure your financial future. Most take 5 minutes or less to complete.

Financial Decision-Making

Collects “trusted contact” information and creates a personalized plan outlining the steps a person needs to take to safely transfer financial decision-making authority.

Financial Management

Helps to identify potential trouble spots in the way a person is managing finances and generates suggestions for how to become more organized and prepared.

Estate Planning

Identifies gaps in a person’s estate planning efforts and assesses their level of preparedness to safely transfer wealth to heirs in the manner they intend.

Healthcare Decision-Making and Costs

Establishes person’s current health status, attitudes towards medical treatment, quality of life directives, and generates estimates of health care and long-term care costs.

Living Transitions

Identifies a person’s living preferences for where and how to live later in life and identifies issues that may jeopardize their ability to live affordably and safely.

Driving Transitions

Establishes a person’s driving preferences and identifies the conditions under which they will agree to get tested, take a refresher course, or quit driving altogether.

Financial Literacy

Assesses a person’s level of financial literacy and detects any over-confidence in their understanding of basic financial products and concepts.

Risk Profile

Identifies traits that place a person at risk for sub-optimal financial decision-making or exploitation. It is based on a study conducted at the Mass General Hospital in Boston.