Years of Research and Experience
We’ve been there. Whatever you’re going through, JOYN’s team has worked with clients through similar situations.
Over the past 20+ years, we’ve helped clients successfully navigate many stressful and complicated life events, from retirement planning to divorce, legacy planning to a parent’s dementia. We accomplish this through the integration of wealth and investment management with the science of human behavior.
Our team deals with these events on a regular basis, so we can help illuminate the unknowns and latest options that can cause anxiety for you and your family. We can also give you the context to understand your choices.
Along with our law and accounting partners, we often delve into:
Remember, there’s never a perfect choice – there’s just the right choice for you based on your values, priorities, and wisdom. Our mission is to give you confidence in the decision you make – and we think considering meaningful and personalized options are the best way to do that.
Financial Benefits of Behavioral Advising
Better Advice. Better Decisions. Better Life.