LEARN HOW YOU CAN WORK WITH US
WHAT CAN I EXPECT AS A NEW CLIENT?
Here are some of key areas we will address:
Cash flow planning - Give every dollar a destination. That is where we allow your purpose for your money to align with your actions.
Company benefits review - Ensure that we are taking advantage of every possible benefit, or “free money” being offered by your employer. Making it a point to review annually around open enrollment.
Insurance analysis - One of the best ways to manage risk is having the proper insurance. We'll review your existing insurance policies & estate plan to make sure you're prepared.
Debt management - Debt can impact your ability to save and/or reach the goals you've placed for your life. We can work with you to make debt a hurdle, not a roadblock.
Investment management - Regular reviews of investment and retirement accounts to make sure you are on track with your goals and create financial independence.
Education funding - Planning for continuing education or schooling for the next generation.
Tax efficient planning + review - Advice may help you lower your tax burden and increase your long-term wealth
- This includes projections of your likelihood of achieving your financial goals, prioritizing financial independence rather than a set age or dollar amount.
Estate planning - We help our clients plan for their loved ones, coordinating with an estate attorney.
Two ways our clients work with us
Personal Financial Services
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Business Financial Services
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