Financial Planning for Your Firm’s Senior Executives

Do executives at your firm have plans in place for their financial futures? Between work, family, and other obligations, many simply do not have the time, interest, or experience needed to make complex decisions regarding their finances.

That’s where Daintree’s SMART Planning Program comes in—we work with your executives to get their personal financial plans in place.

Knowledge is Power

The Daintree team of financial professionals provides:

  • Education and Guidance
    Daintree has extensive experience educating and guiding our clients
  • Impartial Advice
    Daintree’s advice is unbiased and objective.
  • Customized Planning
    Using Daintree Compass, our dynamic software tool, we empower executives to make their best financial decisions.

Daintree Works with Your Firm

Daintree offers services in both group and one-on-one settings through:

  • Group Seminars
    Seminars provide financial planning 
    education and a review of your firm’s benefits package.
  • Individualized Planning
    Comprehensive plan incorporates specific recommendations and an actionable roadmap.

Interested in Learning More?

If you would like to explore the possibility of Daintree working with executives at your firm, contact us or speak directly to one of our advisors:

Barbara Attardo
Partner, Senior Client Advisor
Phone: 617-848-3453

Your key people and their families will thank you.