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Sunstone Approach

Coordinating Your Financial Strategies to Bring Life to Your Plan

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Your finances are not limited to the funds in your bank account, or even your liquid assets. Everything from your cash flow and debt to your real estate, retirement savings, life insurance, and taxes all work together to create a more complete picture of your financial circumstances—and yet, many people manage these aspects of their finances separately.

We take a different approach. We connect all aspects of your financial life to create a more coordinated, integrated financial plan that provides better results. By managing your finances as a single unit (your own personal economic system/plan), we can help you navigate towards your goals more quickly and effectively.

Connecting the Dots in Your Financial Life

Connecting the Dots in Your Financial Life

For many people, the various aspects of their finances are handled separately and managed independently, often by different advisors. We recognize the way all areas of your financial life interact with and depend on each other, and we believe that managing your plan and financial strategies in a more integrated and coordinated manner can help create certainty and peace of mind as you pursue your financial goals. By looking at the bigger picture of your finances, we can develop a financial plan that coordinates and integrates all aspects of your financial life.

Creating, Monitoring, and Adapting Effective Financial Strategies

Creating, Monitoring, and Adapting Effective Financial Strategies

We don’t just develop financial strategies for our clients. We also continue to provide the ongoing guidance and support you need to monitor, evaluate, and adapt those strategies as circumstances change. We understand that your life plan isn’t set in stone—and your financial plan shouldn’t be either.

Our ongoing support can help you better manage all aspects of your finances to drive you towards a better state of financial well-being, and a better life.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (781) 292-3234