Life Planning
Our Financial Life Planning service is designed to be an in-depth and empathic discovery process that helps us uncover your most important life goals.
Transition Planning
Beth Jones is a Certified Financial Transitionist® and has completed the Mastery Program in Financial Transition Planning with the Sudden Money® Institute. A Financial Transitionist is one who is skilled at managing change. This specific
Investment Process
At Third Eye Associates, our commitment is to provide you with top-tier independent investment managers. Our process is to design your portfolio to be resilient against market fluctuations.