Our initial meeting is a no cost, approxamitly 30 minute meeting where we will get to know a little about each other. We will discuss your current concerns and goals along with the services we can offer.
We’ll meet up to 4 times with the goal of creating a 1-page document that becomes the compass for your financial future.
Outline Action Steps
We’ll focus on behavior and cashflow and measure our monthly benchmarks, follow the plan to reach your goals, and have 30 minute monthly planning sessions.
As Time Goes On
We’ll shift our focus to long term planning and goals:
Very little can affect your financial plan as much as Washington's policies. From the recent changes the SECURE act made to retirement planning to the tax planning changes made via the Tax Cut and Jobs Act, Washington has a lot [...]
In case you have not followed it, the election was this week. It's Thursday, and we still do not yet know who our president will be. Though it seems more apparent who the winner will be, that's not been the [...]
If you think it's hard to make the right money decision, try coming up with a way to teach your kids to make proper money decisions. Earlier this week, I listened to a YouTube video with Dr. Jordan Peterson and [...]
Financial Planning is a collaborative process that helps you reach your life goals by maximizing your financial resources.
We will help you determine how much retirement income you need and how to grow a nestegg to fulfill that need.
We will work with you to create a plan to pay for every dollar of your childrens college eductation.
Student loans are not like any other type of debt. Creating a plan that is specific to the legal and tax differences of student loans can save you thousands of dollars. We can help you create a plan that will maximize the benefits that come with your student loans.
We will help you create an investment policy statement that will guide your investing while coaching you to make logical decisions in the midst of highly emotional markets.
No one likes to budget, but controling your finances is essencial to allowing you to live a meaningful life. We can help you set up a simple and automatic cashflow system that will help you be in control of your money.