Because money both helps and gets in the way of our highest aspirations.
Their are special implications for individuals who can do "whatever they want" and have "everything they need." In a culture that celebrates success through the lens of economic security, what happens when that particular mission is accomplished? What happens when individuals and families have already achieved what everyone else perceives to be life's ultimate goal? And what if it was handed to them at birth?
We work with clients of all ages to help them sort through their own dreams and aspirations, provide focus for what they really want to be doing, and explore how the money can help them achieve those goals. We provide ongoing counsel and guidance to our clients in the areas of:
Through our proprietary What Now? Process, we help clients identify how they can feel most engaged and alive in their chosen pursuits, and help them answer the singular question: what is the money is for?
We help our clients figure out how they want to use their money..
As an independent LLC, The North Bridge Advisory Group works in a professional and highly confidential environment. We are a strictly fee-based service and do not manage assets, sell investment products, or offer legal advice.