No two people would define a blissful life in the same way. The personal definition is created by life experiences, imagination, challenges, fears, dreams and values. We have created our practice to help our clients to live just such a life. No small task. And we recognize that we cannot create that blissful life for them, but we know we can help.
Sometimes, people ask us why we named our business: “Context Financial.”
We tell them our name means a lot to us. We chose it because it encapsulates our approach to our business. We are intensely interested in the full context of our clients’ lives. We believe that in order to help clients achieve their goals, we must first come to understand the way they define those goals and what that may mean in terms of concrete plans and actions.