The 25th Hour
Our clients are thoughtful and hardworking people who don’t always have time, or the interest, to manage their financial plan on an ongoing basis. Encompass helps shoulder this responsibility, providing that much needed 25th hour of the day.
Team Sport
We believe that “Teamwork Makes the Dream Work” and have witnessed the benefits that a team-based approach brings to our clients’ lives. In addition to having Encompass behind you every step of the way, we collaborate and coordinate with your CPA and attorney to help your whole financial picture stays in focus.
Simplification
The countless decisions to be made regarding your financial life can feel overwhelming and lead to procrastination. We clarify the options so you can make informed decisions with more confidence.
Continuity Among Generations
We help coordinate the relationships that can span up to four generations: from your mom & dad to your own children and grandkids! We believe there is nothing more important than fostering connections and sustainable relationships among loved ones.
Compromise
Opinions on how a family should save, spend, and invest money can vary greatly. Because everyone’s opinion matters, we help articulate the pros and cons of your important decisions to help you find common ground.
Cost Efficient & Tax Smart
We use investment tools and strategies that are designed to be both lower cost and sensitive to taxes (with apologies to Uncle Sam). As the old saying goes, “It’s not what you earn, it’s what you keep.”
