Eye for Financial Planning (Aired on April 7 and 8, 2018)
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RadioRotary interviews Red Hook Rotarian Susan Simon and Beth Jones, both of Third Eye Associates, Ltd, a fee-only registered investment advisory firm that provides financial life planning, financial transition planning, and wealth management services, with offices in Red Hook, New York City, and Washington, D.C. Their model is based on an hour-long initial interview in which Third Eye Associates determines the life goals of the client, which can be followed with five to seven sessions leading to specific recommendations for financial and life planning. One of their specialties is transitional planning, which deals with helping clients through significant life changes such as divorce or the death or serious illness of a spouse. Often this includes putting the client into a “no decision zone,” recognizing which steps are time sensitive and which are not.