Offering of Services:
Financial Literacy and Educational Workshops
Personal Wealth Review
Divorce Planning
Comprehensive Financial Planning
Cash Flow Analysis
Investment Analysis
Insurance & Tax Review
Retirement Planning
Estate & Legacy Planning
Transitional Planning
Scenario Planning
Asset & Investment Management
Wealth Mentoring & Coaching
Tax Preparation & Planning
Speaking Engagements
Experts in Transition
Wealth Transitions come in many forms, some exciting and joyful (a stock goes public, a business is sold, an inheritance or gift is receieved), and some challenging and frightening (the dissolution of a marriage, the death of a parent or spouse, midlife career changes). Clients come to us because they need objective advice and help planning for and working through these transitions. Financial Education in a comfortable, safe setting may be needed. Some clients come to us because they need to have multiple Scenarios run. They may have a concentrated stock position and are looking for an objective analysis. Others come to us for help identifying and dividing the assets of a dissolving marriage. While still others come to us simply when they realize they need more than a broker to manage their wealth or explain their options. No matter what your wealth issue, we take a personal interest in your goals, values and aspirations and tailor a wealth management plan that is right for you.
Fees are incurred on an hourly basis and/or by project.
Services are fee-only and no products are sold or commissions received.
Workshop fees are $25.
