About Us

 

We assess the financial needs of individuals and help them with investments, tax laws, and insurance decisions. We  help clients plan for short-term and long-term goals, such as education expenses and retirement. We recommend investments to match the clients' goals.

 

These may include funding your children’s education, helping with tax planning, having enough money to live comfortably after retiring, insurance, estate planning and so on, all of which requires specific knowledge and experience.  You may seek financial advice to help you with a specific circumstance, such as starting a family, buying a house or managing an inheritance; a good planner can empower you to make the most of these situations.

 

Many people end up forming a long-term relationship with their financial planner, like an athlete who works with a coach to improve their performance and reach their potential.  The value of financial planning goes beyond dollars and cents – it can simplify your life and give you a sense of security and peace of mind about your current and future financial position.

 

Put simply, our Financial Life Coaches and Planners will meet with clients and counsel them on their finances. This could mean sitting down and creating budgets to firming up retirement plans to giving advice about investing. We can also invest a client’s funds and meet with him or her regularly to discuss their investments. We are also licensed to sell insurance. An agent will explain various insurance policies and helps clients choose plans that suit them.  Many times, we can help plan a safe, comfortable future for our clients, but we are also called upon when the unexpected occurs –perhaps an aging parent suddenly requires a live-in nurse, a couple plans on divorcing or a child needs to transfer to an expensive private school. We can step in and make sense of these fiscal troubles and create a plan for moving forward. For that reason, Art of Planning believes that “Good financial advisors and good teachers tend to have a lot of traits in common.” They must be able to listen to their clients; explain complex ideas in easy-to-understand ways; and be able to sympathize with their clients

John Di Lorenzo - Founder