A Trusted Partner for complex decisions
Research, project oversight, and decision support for individuals and families with complex lives, working alongside your existing advisors.
Start a conversationThe right questions and the right information, before you decide
When an important decision comes up, whether it's a business opportunity, a major project, a health question, or advisors who don't agree, the hard part is often knowing what to ask. I help frame the decision, identify the questions that actually matter, and find the information to answer them. You come away with a clear view of the options and trade-offs, and the confidence to decide.
Where the work usually starts
Framing decisions
Clarifying what's really being decided, what matters most to you, and what you'd need to know to make a confident decision.
Research
Getting up to speed quickly on an unfamiliar question and bringing back a clear, well-sourced picture, with the trade-offs laid out.
Advisor alignment
Making sure your accountant, attorney, and financial advisors are working from the same information, and that a decision in one area accounts for the others. I help you prepare for meetings with them and follow through afterward.
Project oversight
For large projects, such as a major capital project on a property, researching the options, vetting vendors, and keeping budget and timeline on track so the decisions come to you ready to make.
Healthcare navigation
Understanding a diagnosis, treatment options, coverage, and providers, and knowing what to ask before appointments.
A small number of clients, on an annual retainer
I work with a small number of clients on an annual retainer, so I can learn your situation well and respond when something comes up. We set the scope together at the start and revisit it as your needs change.
I work alongside your existing advisors. I don't provide investment advice or manage assets.
Emily Christy
I've spent my career helping people make better decisions with better information. I started as an equity research analyst at Stifel and RBC Capital Markets, later invested on the buy side, and worked in corporate strategy at IDEXX. Since 2015, I've been a strategic finance partner to growing companies and nonprofits.
That work taught me to get up to speed quickly, find what matters in a complicated situation, and present it clearly. I bring the same approach to the decisions my private clients face.
I hold a B.A. from Princeton and a Master's in Medical Gerontology, which informs the healthcare side of my work.
Start a conversation
Private advisory relationships usually begin with a referral and a conversation. Tell me a little about what you're working through.
Emily Christy Advisory
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Contact
emily@emilychristyadvisory.com