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Year-End Financial Planning Checklist
We selected the specific words above to best describe Emerald Spectrum Advisory. It’s who we are.
At Emerald Spectrum Advisory, we are committed to delivering “an extraordinary planning experience.” Since 1998, Emerald Spectrum’s clients have come to know and depend on the firm’s comprehensive advice and individualized approach. As an independent, boutique advisory firm, we serve a select number of clients who come to us from personal referrals.
Each relationship we have is intense, personal, and long term. We have worked with most of our clients for many, many years. We provide investment asset management, tax planning, risk management, cash flow planning, estate planning, and distribution planning like other “planners,” but we feel we do it more comprehensively and personally. Due to the personal attention we strive to give and the time required, we are able to accept only a limited number of new clients each year.
We believe our name is unique and we want to share the meaning behind it.
“Emerald” represents the precious gemlike relationships in life—the really important ones. Those “this is what we live for” relationships. The relationships we have with our loved ones, spouses, children, grandchildren, and friends. We know how important those relationships are to happiness in life. It represents the way we feel about the relationship we have with our clients.
“Spectrum” represents the broad and comprehensive way we work. We take a holistic approach to financial planning and investment management. Together, we discuss and evaluate the key decisions we make in our everyday lives, understanding that those choices affect us financially. Our personalized approach covers the full spectrum of life.
Choosing between “Advisory” and “Planning” was a little more difficult. Some said, how about “Planning,” so the acronym could be “ESP.” Of course, we don't have that! So in the end, “Advisory” was chosen.