Providing financial advice can be a difficult task. Advisors are literally working with their clients’ livelihoods. Getting even more involved in their lives must add another level of complexity.
But that’s exactly what Van Leeuwen & Co. did. Professionals from the Princeton-based financial planning firm began helping out with errands and chores that clients were unable to do themselves safely during the pandemic. For this edition of NJBIZ Conversations, Editor Jeff Kanige spoke with founder Ken Van Leeuwen about how the firm managed to add that personal touch, his economic outlook and his interest in financial planning for families with special needs.
“It’s very personal,” he said. “My wife and I have a son who is 24 years old, autistic, special needs. So we’ve lived that life, because we got the diagnosis of my son when he was a little less than two years old. So we’ve lived with a person with autism, and his sister did, for 22 years. It’s taught us a whole lot of things most days about compassion and being smart about when you do planning for these types of individuals.”