The goal is to empower clients to develop healthy long-term money habits by identifying and addressing unhealthy financial patterns that may hinder their long-term goals.
Specializing in facilitating a financial wellness program that focuses on multigenerational planning and other family dynamics, which are often stressors for clients.
This program may involve working with clients who have children facing challenges such as addiction problems or “failure to launch” syndrome. Ms. Berger provides guidance to help families manage these difficult situations while maintaining healthy financial practices.
Ms. Berger also assists clients in navigating complicated family situations, helping to educate both 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.” We can help clients navigate these unique and complex family dynamics, enabling them to make smarter and healthier financial decisions.
Here are some of the ways we guide clients in making critical decisions and taking control of your finances:
The Parent Trap highlights the financial and emotional challenges parents face when trying to support their children, often risking their own financial stability in the process.
An Investment Solution focuses on finding strategic ways to optimize and diversify assets, ensuring financial growth while minimizing risks and tax burdens.
