Financial planning
Financial Coaching
It can be challenging to maintain your financial well-being. It's a mash-up of feelings, experiences, and good old-fashioned education. Unfortunately, there are numerous blind spots when it comes to money.
Education Planning
Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education.
Insurance Planning
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught!
Divorce Planning
Relationships, like marriages or common-law spousal arrangements, are initiated with the best of intentions in mind and heart. However, the every-day stresses of life, and the toll that family-life can take on some unions, often leads to a rethinking of those original intentions.
Tax Planning
Financial advisors provide tax advice.
Women in Transition
From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize.
Investment Management
Investing begins with goals…your life goals. Whether planned or not, there are things you are trying to accomplish in life. Some of these life goals involve money and therefore have underlying financial goals. And some of these financial goals involve investing and result in investing goals.
Estate Planning
You have an estate, believe it or not
Almost everyone does.
Insurance
We are not an insurance company nor do we sell insurance. But insurance, in its myriad forms, is the bulwark of protection against large unexpected risks. As such we have advisers on staff that hold the Insurance Benefit Counselor’s license. Here’s how we can help with insurance matters:
Financial Advice
Some people don’t want us managing their investments or creating their financial plan, but still, they want some help or advice in financial matters.
Here is a sampling of services we've offered to folks like this in the past:
Retirement Planning
Too many people are leaving their retirement planning to chance. Study after study has shown that guessing is the main way people figure out what it will take them to be financially secure: Not using an adviser. Not using an internet-based calculator. Not reading a book. Guessing.
