Are you trying to make sense of your financial life and the decisions you face? Do you wonder if you are on track or if you might be missing something?
A Financial Foundations Engagement is a detailed program customized to your unique circumstances, life stage and personal values so you can understand which course of action is best for you. We examine various parts of your finances and life to make sure you are on track to reach your life goals and layout strategies and recommendations to improve your situation. The result is clarity and peace of mind. Read more here.
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Are you just getting started or have a question that needs a quick answer?
An On the Spot Advice Session is a one-time meeting where we address your most pressing concerns. A session is limited in scope and does not contain the same level of analysis that is in a Financial Foundations Engagement. It should not be considered a replacement for more detailed planning but it can be a great way to get started if you have only a few issues that need immediate attention or want to build your understanding around a certain area. The result is empowerment and focus. Read more here.
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Want to make sure you stay on course over time?
Coaching Programs and Periodic Review Services allow us to continue assisting you either on a regularly scheduled or as-needed follow up basis. Since financial planning is an on going process, not a one time event, we can be your sounding board and voice of reason as you are faced with ongoing financial choices in life. We offer coaching and periodic review services on an hourly or project basis customized to your needs. The result is flexibility with accountability. Read more here.
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Need to get organized? Do you have aging family members that need help managing their affairs?
Life Worth Management Services are for those who need assistance with daily money management issues, such as bill paying, organizing paperwork, and record keeping. The result is simplicity and security. Read more here.