Chapin Hill Advisors, Inc.
Kathy Boyle is the founder and president of Chapin Hill Advisors, Inc. Chapin Hill Advisors, Inc. offers consulting and planning services to high net-worth individuals, closely-held businesses, families and family offices as well as foundations and non-profit organizations.
Chapin Hill Advisors financial planning services are tailored to meet the client�s specific life-stage and personal preferences. Through the planning process, Chapin Hill helps the client uncover potential risks which could derail their future financial security. Our consultants create and implement strategies to help mitigate those risks. Chapin Hill�s approach to planning is called �life planning� as the process is integrated with the family�s values and implemented over the course of an entire year to fit in with client�s full schedules.
Chapin Hill advises families and business owners on business strategies and then integrates the business goals with the family�s personal financial goals. Business planning services include a review of existing business and marketing plans, future growth plans, potential succession planning strategies, comprehensive review of current benefit plans, compensation plans, 401(k) and other retirement plan, etc. for a comprehensive strategy.
Chapin Hill maintains close alliances with an array of professionals who provide a specialized expertise as needed to assist our clients in creating and implementing strategies. The experts may include CPA�s, attorneys, business valuation experts, trust companies, sales and marketing professionals, search firms, merger and acquisition specialists, etc. Chapin Hill introduces the appropriate trusted resource as the need arises.
Chapin Hill provides a wide variety of consulting services to non-profit organizations including strategic plans, fund-raising strategies, cash flow projections, asset allocation models, review of manager and portfolio performance as well as board governance outlines, planned giving strategies and compliance with current regulations.
Prior to founding Chapin Hill in 2000, Kathy spent 14 years as a financial advisor with national and regional investment banking and brokerage firms. Kathy is a regular commentator and guest on national television shows such as CNBC�s Squawk Box, Fox News Your World With Cavuto, NBC�s Nightly Business News, Fox Business Network, NY1, Bloomberg Radio and personal-finance shows. Registered Representative magazine profiled Kathy for her success in building her business through networking. Kathy has also been interviewed extensively for many publications, including The Wall Street Journal, CNBC.com, Dow Jones, Crain�s New York Small Business Journal, the Chicago Tribune, The Journal of Financial Planning, Elle magazine, Financial Planning Magazine and Research Magazine.
Kathy currently sits on the board of the Katonah Chamber of Commerce, the Professional Advisory Board of the New York City Chapter of the American Heart Association, the Advisory Council for the American Humane Association and the Advisory Board of Westchester Land Trust and Pound Ridge Environmental Committee. Kathy is former board member of the Wolf Conservation Center, Financial Women�s Association of New York, and former president of NAWBO NY. Kathy is very active in her local community and regularly sponsors local non-profits at events in both Westchester and New York City. Kathy is passionate about animal rescue and educating children about healthy alternatives for better living.
Chapin Hill Advisors, Inc.
Jacque LeFore heads up the Chapin Hill Advisors, Inc. Financial Planning department. Jacque is a virtual member of the team as he resides in Portland, Oregon. He is President of Outsource Financial Planning. Jacque provides the expertise and knowledge as an experienced professional with over 20 years in the financial services arena. Through Outsource Financial Planning, Jacque works with a select group of financial advisors to enhance their planning practices by adding expertise on-demand. As such, he has a depth of understanding as the practices with which he works are unique and attract a variety of clients.
Jacque works with Chapin Hill’s team to input client’s data in to the planning software and project future scenarios. We will often execute off-line calculations especially for business owners to model future assumptions about a potential sale, buyout or succession of the business.
Jacque hosts a webinar for the client and Chapin Hill’s team member assigned to the plan to review the client’s net-worth, balance sheet and assumptions in great detail. This process creates a truly customized service and enhances the meeting’s effectiveness. Since the process is virtual, the client can review and make changes in the initial meeting and in future meetings. The plan is not completed and printed until the planning process has matured. The client will execute the recommended strategies and if data changes, updated data is entered before the planning process is complete.
Jacque holds the designation of Certified Financial Planner and also has an expertise in insurance and advanced planning. After spending over 10 years working for large insurance companies in their financial planning divisions, he launched Outsource Financial Planning in 2003. Jacque has a unique ability to evaluate, model and communicate complex financial alternatives in simple terms. He has developed a customized version of planning software to allow for greater transparency and ease of understanding complex scenarios.
Jacque lives with his wife and two young daughters in Portland, Oregon. He graduated with a Bachelor of Science in Mathematics from Oregon State University in 1991.