The goal is to empower clients to make healthy long-term money habits by uncovering unhealthy patterns that don’t support their long-term goals.

Specializing in facilitating a financial wellness program in multigenerational planning and other family dynamics that are stressors to clients.

This could include working with clients who have children that may have addiction problems or “failure to launch” syndrome. Ms. Berger also assists with navigating complicated family situations and may help with educating clients and their heirs on healthy financial behaviors.

“In many cases, the client doesn’t know how to have these conversations-that there’s a lot of money being handed down or there’s a financial burden they’re dealing with.” Parents are often afraid to divulge these details to children with a history of addiction, fearing they’ll put them on the wrong path. We can help them navigate these unique and complex family dynamics to make smarter and healthier decisions.

How ProCore Advisors can help

Here are some of the ways we guide you in making critical decisions and taking control of your finances:

• We start by educating and making sure you understand every strategy we incorporate from start to finish.
• We keep things as simple as possible.