Integrative – Financial Life: Connecting Values to Finance is a comprehensive financial planning firm based in Delmar, New York, dedicated to helping individuals and families align their financial goals with their personal values. Specializing in holistic financial advisory services, the firm emphasizes a values-based approach, ensuring that clients’ financial plans are in harmony with what matters most to them. Their process is centered on listening and collaboration, allowing clients to make confident and informed financial decisions tailored to their unique life journeys.
Integrative offers personalized strategies in areas such as retirement planning, estate planning, tax optimization, and investment management. The firm works particularly well with professionals, business owners, and families seeking long-term financial clarity and purpose-driven planning. They pride themselves on creating lasting relationships built on trust, education, and open communication, fostering client empowerment through financial literacy. As a fee-based advisory practice, their advice is transparent and client-first, minimizing conflicts of interest.
The firm is also active in community engagement and financial education initiatives, striving to make a meaningful impact both in and beyond the financial realm.
Website: http://www.connectingvalues.com/
Key Services:
– Comprehensive financial planning
– Retirement planning and income strategies
– Values-based wealth management
– Tax-efficient investing and planning
– Estate and legacy planning
– Education funding strategies
– Risk management and insurance analysis
– Goal-based financial coaching and education
