Financial Planning

We help you set attainable goals for the short term and the future. We help you build your upside and protect your downside. We set aside a session to focus on your goals and dreams and to establish timelines to help you reach them.

Insurance Review
We review your insurance needs and your current coverage and deductibles. We’ll examine policies before you purchase them. This includes life, health, disability, auto, long-term care, home, and business insurance.

Estate Planning
We help you think through how you want your children taken care of and how you want assets titled and divided, with emphasis on asset protection and reducing estate taxes and probate costs. We work with estate-planning attorneys to make sure you have a clear plan in place that you understand.

College Planning
We find that most clients need some help clarifying what this means for their family. Do they fund all of their child(ren)’s education? Tuition only? What about graduate school? It's important to address questions such as, "If I fund 50% of my child’s education, how much would that delay my own retirement?" We help parents discuss and agree on these important issues upfront.