Advisors in charge of growing and protecting client assets play a critical role in their clients’ well being.  It is imperative that the client and advisor trust each other fully.  And, more than ever, advisors must attend to the human side of wealth.  Your clients’ relationship to their wealth and life events all have an impact on their assets.  Graddha can help advisors understand what it means to attend to the human side of wealth.

While there are a limitless number of relevant client scenarios where Graddha can help, here are a few client profiles where Graddha could enhance the client advisor relationship and help facilitate superior client satisfaction and effective planning:

• A client is planning an estate, either for the first time or updating an existing estate plan and is concerned about what it will mean if (s)he leaves an inheritance for the children

• A client has just come in to a large amount of money and is undergoing an identity crisis

• A couple is planning a divorce and needs to address the emotional aspects of financial planning for the divorce

• A client is overspending and the advisor wants to help them learn to use their resources sustainably

• A couple can not plan their investment strategy because of differences in their risk tolerance

Graddha aims to help advisors better serve their clients.

We do this by competently and methodically addressing the emotional aspects of financial and legal planning.