WHAT IT’S LIKE TO WORK WITH US
We want you to feel comfortable on your financial journey, and we'll strive to give you all the knowledge and tools needed to feel confident with your financial future. Our personalized approach to financial planning is anchored in a deep understanding of you and your goals. At NorthAvenue, it's always about you. Plus, as fiduciaries we only act in your best interest.
We hope to inspire and support your dreams with thoughtful and supportive financial planning.
Our Process
Our tax-focused, holistic approach to planning, is designed to cover all aspects of your financial life. We’ll start off by reviewing your current financial standing, and then discuss and prioritize your goals and concerns. Next, we work through each set of challenges to prepare and then fine-tune your strategy, to help ensure everything goes smoothly and according to plan.
Review Financials
& Goals
We’ll start by taking inventory of all your assets, accounts, holdings, and liabilities, then provide guidance as you explore and set goals.
Investment Strategy
& Asset Management
After examining your current investments, we'll create and implement a strategy that's tailored to meet your goals.
Estate Planning
& Insurance Review
We’ll review all your estate and insurance documents then build a plan to accurately prepare and protect you, your family and your assets.
Retirement Planning
& Cash Flow
Here we'll discuss topics like your ideal retirement age, lifestyle, and Social Security benefits to determine how they fit into your plan for the future.
Tax Planning
Projecting the coming year’s taxes is a critical and sometimes overlooked component of a comprehensive financial plan. We’ll make sure you're on track for April.
Tax Preparation
We are equipped to handle your personal tax return preparation, mitigating the confusion and frustration associated with taxes.
Note that the above example’s timing is not fixed and will vary based on clients’ needs.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Tax preparation and filing services are provided by Mercer Advisors Tax Services, LLC. Clients will sign a separate agreement when engaging Mercer Advisors Tax Services that defines the services provided and any additional fees that may apply.