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What Can We Do for You?

We help you cross that bridge from worrying about your money to enjoying what you have accomplished.

Financial Planning

One of our core beliefs at Shira Ridge is that our clients are more financially satisfied when they have a personal financial plan that is tailored to help them reach their own unique goals. The plans contain meaningful information, actionable recommendations, and are reviewed and updated regularly.

Having a plan is vital to help you feel more confident and prepared for your future.

Click Here to Learn more about The Benefits of Financial Planning

Wealth and Investment Management

Shira Ridge uses thoughtful asset allocation strategies designed to respect the markets’ movements.

  • We believe that you should be able to sleep at night, without sticking your money under your mattress
  • We believe that your money should be managed one way when you're accumulating it, and should be managed an alternative way when you are starting to withdraw from it
  • We believe that all of your money does not have to be invested exactly the same way 
  • We believe that how you save and how you spend is often more important than how you invest
  • We believe that we can simplify the process, and the results, for you

At Shira Ridge, we believe that education is a key component of achieving financial success. We continuously provide information—understanding how the markets work, how our emotions work, how the media works, how the cocktail party banter works. Our job is not to chase market returns or react to the headlines, but to follow, and manage, our intended plan.

Retirement Planning for Individuals

“Now that I am retired, I have to decide what I want to do when I grow up.”

Shira Ridge will help you develop your retirement / retirement goals and will analyze when and under what other circumstances those goals can be achieved. Whether it's buying a second home in Hawaii, or simply having more time to tend to your garden, planning for an alternative lifestyle can be fun and rewarding.

Insurance & Long Term Care

As part of the financial planning process, we review and advise our clients on the proper amount and types of insurance for their specific needs and lifestyles.

Everyone has a Long-Term Care (LTC) policy—they may just not be aware of it. Self-insuring is what you have chosen if you have not yet considered putting an LTC policy in place for you. People usually don’t choose to be a burden on their spouse, children or other family members, nor rely on the government for their well-being in their later years. If one of your goals is to age with dignity and independence, LTC may be an option you might want to discuss and consider.