When it comes to financial planning, we believe in a dynamic, client-centered approach with a strong focus on client involvement throughout the planning process. Our values and our commitment to our clients’ financial well-being have led us to develop the Cona Advanced Planning Experience™ (CAPE).
CAPE helps our advisors to fully understand their client’s needs, goals, and values. This benefits our clients, who receive more personalized advice and a higher level of service.
We know that financial planning can seem like a complicated and sometimes tedious process. But we know that “those who fail to plan, plan to fail”. So we have revolutionized the financial planning process and turned it into an entire client experience.
From the moment a new client engages us, they receive concierge level service. We have turned the stale, uninspired, traditional approach to planning into a dynamic, empowering experience that clients actually enjoy.