Cash Flow Analysis
We help our clients become aware of expenditures compared to after-tax income. This step is critical to understanding all other components of our client's financial life goals.
Debt Restructuring Strategies
There is good debt and bad debt. We'll help navigate what's known as "good debt "and "bad debt." "Good debt" usually means using "other people's money," such as a loan from a bank for a home mortgage, while "bad debt" is high-interest rate credit cards.
Determine Realistic Financial Goals and Recognize Opportunities
We help our clients get to the heart of their desires. We encourage them as they invest the time and money to make it their goals reality.
Each person's journey may take a different direction than their spouse. We can help with the emotional process of dividing assets – without the drama.
Parent and Dependent Care Guidance
Some clients have concerns about long-term care; others are worried about a surprise medical expense for their parents, their children, or themselves. We help our clients find financial solutions, so health care is about feeling better, not stress.
Educational Workshops, Seminars, Webinars
We pride ourselves on providing financial education resources to our clients. We make learning accessible, from our bi-weekly newsletter to our seminars, we're ready to help at whatever level of engagement works for our clients.
Strategies for Business Purchases or Big-Ticket Items
Big purchases can be fraught with anxiety. Our clients rely on their team of financial advisors to help unpack each step. We start with a conversation to crystallize their vision, then reveal the practical steps to meet each goal.
College Funding Plans
We create strategies for tax-advantaged college funding accounts. We help our clients set up an account and get the ball rolling. Even $100/month can be an excellent start.
Disclosure: Nothing provided on this site constitutes tax or legal advice. Individuals should seek the advice of their own tax advisor or legal counsel for specific information regarding their individual situation. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.