Viable | Make Viable plans.

Take Control of Your Finances

Our 3-Step Process Helps You Get Organized, Optimized and Thinking Strategically

We Start With 3 Critical Questions

Where are you today?
Where are you going?
Where do you want to be?

Together, We Build Strategies

Incorporate your goals
Strategize and model
Unlock “what if” scenarios
Chart new pathways

We Work with You to Execute, Support, & Maintain

Execute multi-phase action plan
Active communication
Timely reporting
Recalibrate when needed

What Makes us Different

A process focused on you and your goals.


Leads with our proprietary planning process	Leads with asset management
Active communication keeps you informed	Reactive communication keeps you in the dark
Boutique operations with a limited set of clients	Larger client set with limited scope of work
Products only offered as tailored solutions	Product-oriented sales culture
Holistic view of your finances	Narrow view of accounts managed and billed on
Focus on progress toward goals	Focus on investment returns
Regularly scheduled access to our key people	Limited access with gatekeepers in the way

Where We Stand in the Evolution of Financial Advice

Stockbrokers taking orders from clients and churning portfolios for commissions

Wrap-Fee Era

Investment advisors gather and assets and focus on constructing discretionary portfolios

Financial Planning Era

Financial planners begin delivering one-time plans and leave implementation to the client

Beyond Planning

Financial advocate: comprehensive and proactive advice, focused on overall financial wellbeing

Guidance Beyond The Conventional

The four cornerstones of our services

Competence

Financial planning
Holistic asset integration
Investment selection & monitoring
Asset allocation & rebalancing
Risk management
Generating income strategies
Tax/estate considerations

Coaching

Education
Saving and spending
Adherence to plan and goals
Setting realistic expectations
Managing emotions, biases, and stress
Objective feedback
Trusted second opinion
Life/business transitions

Convenience

Time savings
Personalized service
Coordinating trusted professionals
Integration and holistic views
Vendor selection and monitoring
Secure technology portals

Continuity

Spouse involvement
Joint objectives
Children engagement
Family values
Multigenerational planning
Legacy
Philanthropy

Our clients say it best

Alec & Matt Weissman,

Precision Graphics, Inc.

"Our family has had the pleasure of working with Viable since its inception, and we can't recommend them highly enough. From the beginning, they demonstrated a deep understanding of our needs. The team is incredibly responsive and has always gone the extra mile with us. Gregg has always been someone we could count on and has been a wealth of knowledge and assistance. Viable is always the first recommendation for financial planning we give people because they have consistently delivered excellent service and results."

Carl (& Mary) Bodkins,

retired Captain, Delta Airlines

“The closer that my wife and I got to retirement, we realized we were in need of someone to assist us restructure our investment portfolio and recommend appropriate Medicare coverage. Paul has done a fantastic job with our portfolio and connected us to an amazing Medicare specialist for our health care coverage. We are very satisfied with the personalized attention and results of working with the team at Viable.”

Mark & Jenny Bello

Pizza School NYC

“The team at Viable are like no other financial advisors we’ve ever worked with. Professional yet personable, and where our past experiences have felt overwhelmingly transactional, with Viable we see a true and consistent commitment to our continued success. From the start, we’ve experienced a genuine interest in understanding us and our unique business. Our finances have steadily grown through Pauls savvy and holistic approach to achieving our professional goals in sync with our personal sensibilities. Looking forward to a long relationship with Viable to keep achieving our current goals while simultaneously dialing in our long term plan.”

This testimonial was given by a current client of Viable who was not compensated for providing such testimonial. There are no additional conflicts of interest to disclose between the client and Viable.

Planning that Navigates Life's Challenges and Opporunities

Take Control of Your Finances

What Makes us Different

Where We Stand in the Evolution of Financial Advice