What’s In A Name?
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.