Christopher Annello (CFP®)

Planning Specialties

We are professionals, helping busy professionals manage their personal assets with sage direction. Which sounds simple enough. But as a business owner or executive, you know how quickly one wrong move can steer you off-course. That’s why we also offer expert assistance with the complex details of a busy professional’s financial affairs.

For corporate executives/owners – We have direct, hands-on experience helping you make best use of your company stock options and similar compensation packages in concert with your personal goals.

For other busy professionals  – Such as physicians, dentists, attorneys and others – we understand what it takes to build a strong investment portfolio for you and your family, without undermining the hard-won equity required to sustain your thriving practice.

For each client – We combine financial life planning with money management. Our process begins with our "get acquainted" meeting. After we mutually commit to proceeding, we will then work together to set and prioritize your personal goals and build a plan toward achieving them, based on deep analysis of your unique opportunities, challenges and related circumstances. With your initial planning in place, we meet with you periodically (typically once or twice a year) to assess progress and make adjustments as appropriate. Throughout, we help you implement your financial planning with sensible, well-aligned money management. We also coordinate in other recommended resources such as risk management or estate planning as your needs warrant.