Our Services

An initial Discovery Interview is at our cost, and is designed to identify unmet goals, highlight strengths and weaknesses, and describe our process (including planning costs) so that we can confidently decide whether your needs and resources are a good fit with our strengths, style and approach.  

The planning engagement involves developing a customized plan, in which we walk you through a step-by-step process to help you feel confident in your decisions, and execute a sound financial plan.

Areas of financial planning include:

  • Financial Position - Including Cash and Debt Management
  • College and Other Accumulation Goal Planning
  • Retirement Planning
  • Investment Management
  • Income Tax Reduction Strategies
  • Risk Management & Insurance Planning
  • Estate & Wealth Preservation