Is your garage overflowing with bank statements and paid bills from ten years ago? Are you unsure about what documents need to be retained and what can be tossed? Speaking of tossing, what documents can be tossed in the trash, and which should be shredded? Are you wanting to finally get control of your documents?
Real life has real needs and real dreams and needs a real plan. Hope is not a plan. I help you explore your current financial situation and clarify your goals.
Our questions are designed to identify your lifestyle needs as painlessly as possible.
Looming retirement, voluntary or forced, is often the main reason people talk with a CFP®.
Using your plan as a guide, we work with a team of estate/tax attorneys to design the estate tools you need to accurately, privately and quickly settle your affairs.
Whether you are providing for your spouse and children, your business or your estate, insurance needs are analyzed.
We invest with tax consequences in mind, not as a driver of choice but just one aspect of efficient investing.
In this time of uncertainty it helps to have a CFP® analyze your unique Social Security and Health Insurance opportunities.
Learn about your available options, their pros and cons and how to fund for college.
We discuss obstacles, personal and external, and ways to deal with them. We build on positive areas and design a customized plan and strategy to reach your goals as efficiently as possible.
We pursue a holistic approach, incorporating all your investments in your plan.
It is far harder to handle a portfolio once you start taking money out than it is when you make regular deposits.