Question 1

What services does Litchfield Financial provide?

Accepted Answer

We provide wealth management and comprehensive financial planning to clients across the United States. That includes investment management, retirement planning, tax-aware strategies, estate planning coordination, cash-flow analysis, and guidance through major life events like selling a business, divorce, inheritance, and liquidity events.

Question 2

Who do you typically work with?

Accepted Answer

We work with clients in many different industries and stages of life, including tech, biotech, and pharma professionals; business owners; retirees; divorcees; partners of Big 4 firms; and professional athletes. If you're facing complex financial decisions, we can likely help.

Question 3

What does “your interests come first” mean?

Accepted Answer

Litchfield Financial provides investment advisory services through Claro Advisors Inc., a Registered Investment Advisor with the SEC. Our mission is to protect and grow our clients' assets by putting their interests first and advising them on anything that touches their financial lives. We treat your assets as if they were our own.

Question 4

What is the MOVE Framework?

Accepted Answer

The MOVE Framework is a structured system Paul Litchfield created, built around four pillars: Mission, Objectives, Values, and Ethics. It's designed to bring clarity, alignment, and discipline to every major financial decision, because wealth management should go beyond numbers.

Question 5

What happens during the complimentary session?

Accepted Answer

The complimentary session is a 30-minute, no-obligation conversation. It's a chance for us to hear your story, understand your goals and concerns, and explain how our process works, so you can decide whether we're the right fit for you.

Question 6

What is your process for new clients?

Accepted Answer

Our tailored process has four steps: Discovery, where we get to know you, your family, and your business; Strategy, where we develop custom comprehensive solutions around your goals; Implementation, where we carry out the plan holistically alongside your other professional advisors; and Monitoring, where we review your plan regularly and adapt it as markets and life change.

Question 7

How often will I hear from you?

Accepted Answer

Often, and directly from your investment team. We monitor accounts under our care on a daily basis and provide proactive communication throughout the year, including quarterly meetings and newsletters, and we're here whenever you need us.

Question 8

Who is Paul Litchfield?

Accepted Answer

Paul Litchfield is a Senior Wealth Advisor and Financial Planner with 17 years of experience guiding executives, founders, entrepreneurs, individuals, and families. Forbes has recognized Paul among America's Top Next-Gen Wealth Advisors Best-in-State for three consecutive years. He teamed up with Claro Advisors in 2017, and previously built investment practices as a Vice President at Ferris Capital and Morgan Stanley after beginning his career as a CPA in public accounting. Ranking methodology and award disclosures are available on the Disclosures page of this site.

Question 9

How do I get started?

Accepted Answer

Reach out through our contact page or email paul@litchfieldfinancialgroup.com to schedule your complimentary session. From there we'll set up a discovery meeting and begin building a plan around your goals.

Frequently asked questions

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Frequently asked questions

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