Creating your personal financial roadmap isn’t something we do in the abstract. Each client comes to us with a unique set of background circumstances, aspirations and practical constraints. We therefore begin our relationship by spending time to get to know you personally.
Based on our conversations, we create a Personal Financial Profile that is unique to you. We use your Profile as a starting point for everything else we do. It helps us understand not just what may be financially appropriate for you but, equally as important, what is going to feel natural for you and help you meet your life goals.
James H. Bernath, CPA/PFS, CFP®
James H. Bernath is a Certified Public Accountant, Certified Financial Planner™ practitioner and Personal Financial Specialist.
With over 40 years of experience in a broad range of accounting and business management disciplines, Jim specializes in providing professional accounting, audit, tax, and financial advisory services to businesses and affluent families.
1430 Broadway, 7th Floor
New York, NY 10018