Cara Picton, CFP^®

How do I help our clients Live a Richer Life®?
Acting as our clients’ Personal CFO, I work closely with them and our planning teams to create, execute, and monitor a customized roadmap to help navigate not only their financial lives, but also reclaim peace of mind and most importantly time to pursue what’s most important to them. We understand that every client has unique circumstances, not just financial, but also in their emotional and social wellbeing. Brighton Jones’ culture provides the kind of environment that fosters my ability to help our clients achieve the freedom they need to pursue what’s they value most.

How do I align my time and money with my values and passions to Live a Richer Life®?
Living a richer life means spending time with my loved ones, especially doing hobbies we enjoy together. Hiking, skiing, reading, and exploring are my favorite ways to spend my time. My love of travel has taken me to all corners of the world. I prioritize meaningful connections and building relationships, so I ask good questions and listen closely. This filters into my role as an advisor, where really hearing people is key.