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Guidance, Advice, Coaching
Cash Flow Analysis
Being aware of your expenditures compared to your (after tax) income is critical to all other components of your financial life goals.
Debt Consolidation/Restructure Strategies
There is good debt and bad debt. Good debt is using OPM ("other people's money" such as a loan from a bank) for a home mortgage. Bad debt is high interest rate credit cards.
Determine Realistic Financial Goals/Opportunities
What do you really want? How willing are you to invest the time and money to make it happen?
Your personal path/journey may take a different direction than your spouse. Dividing your assets does not have to be a drama.
Parent/Dependent Care Guidance
Whether the concern is your own long term health care, your parents', or your childrens', there are solutions.
A good advisor spends the majority of her time providing financial education to clients and staff.
Strategies for Business Purchases and/or Big Ticket Items
We start with basic discussion topics to crystallize the vision. Then the practical steps are revealed.
College Funding Planning
There are strategies to create tax-free college funding accounts. The key is to begin funding the account as soon as possible. Even $100/month can be an excellent start.