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About You

About You2021-03-15T15:43:56-04:00

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How We Can Help

Financial Planning

We will help you develop your goals and craft a plan you can follow to reach those goals.

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Retirement Savings

Not just to retirement, but through retirement. Retirement planning isn’t just about saving, but how you will turn those investments into the most income each month.

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College Planning

More than just a 529. Together we will create a plan to pay for every penny of your children’s college.

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Student Loans

Student loans are not like any other loans. Following traditional debt advice can cost you tens of thousands of dollars. We can help you minimize your student loan costs.

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Portfolio Review

Investing doesn’t have to be complex. Let us help you simplify your investing either on an ongoing basis or with one a one-time portfolio review.

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Cash Flow

Everyone hates to budget, so we make it easy. You can use our Automatic Budget to get your cashflow on track and not feel guilty about your spending.

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OUR PROCESS

1.

Get To Know Each Other

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.

2.

Initial Plan

We’ll meet up to 4 times with the goal of creating a 1-page document that becomes the compass for your financial future.

  • Values
  • Goals
  • Outline Action Steps

3.

Year One

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.

4.

As Time Goes On

We’ll shift our focus to long term planning and goals:

  • College Planning
  • Retirement
  • Tax Reduction
  • Estate Planning
  • Etc.

Schedule a Free Consultation

Our initial consultation is completely free and only takes 30 minutes.

You will have the opportunity to discuss your current worries and concerns. Then we will help you understand how we can help.

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