Financial Planning

A financial plan can provide you with a clear assessment of where you are in relation to your most important financial goals and whether those goals are reachable within your desired timeframe. In conjunction with our partners at NFP, our extensive planning expertise will help you address a wide range of considerations.

We’ll help you answer questions like: What’s your vision of retirement and when would you ideally like to begin that chapter of your life? How much will college cost by the time your children graduate high school? What about that vacation home you’ve had your eye on?

We offer access to a sophisticated financial planning platform that enables us to create the Lenox Personal CFO, a comprehensive plan that provides you with tangible recommendations based on the projected cost of your goals, financial resources, risk tolerance, outstanding debt and other financial variables. Importantly, you are under no obligation to implement your plan with us, but we relish the opportunity to help you reach your financial destination with greater clarity and confidence.