Clerestory is an independent, fee-only registered investment advisory firm. We work in a fiduciary capacity for you by making recommendations that are in your best interest. The only compensation we receive is from our clients. Over the years, we have found that what clients appreciate most from our tailored approach to planning are the following five values:
ORGANIZATION – WE BRING ORDER TO YOUR FINANCIAL LIFE
- Organize and summarize current financial information into a financial plan
- Together, identify key financial and life goals
ACCOUNTABILITY – WE HELP YOU FOLLOW THROUGH ON YOUR FINANCIAL COMMITMENTS
- Annually track progress towards savings goals and asset accumulation
- Follow through on updating Wills, Trusts, Financial Power of Attorney, Health Directive and beneficiary designations
OBJECTIVITY – WE BRING OUTSIDE, OBJECTIVE INSIGHT TO HELP YOU AVOID EMOTIONALLY BASED MONEY DECISIONS.
- We bring a professional, unbiased investment management approach tailored to your needs
- Analyze the impact of major life changes on your financial plan, such as: one spouse quitting work, starting a business or selling a business
PROACTIVITY – WE HELP YOU ANTICIPATE AND PREPARE FOR LIFE TRANSITIONS.
- Evaluate amount needed for life insurance and disability coverage
- Identify estate goals and ensure Wills and Trusts are kept up to date
EDUCATION – WE TEACH YOU IMPORTANT CONCEPTS SURROUNDING THE DECISIONS NEEDED TO SUCCEED AND REACH YOUR GOALS
- Using our retirement planning process, evaluate and explain the tax implications of funding your retirement needs
- Describe the importance of investment diversification, the implications of investment portfolio return volatility and reinforce the importance of keeping a long term investment horizon
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