Partnering with You
“An investment in knowledge pays the best interest” – Benjamin Franklin
Professional Generation X’ers
. . . who saw the wisdom behind the discipline of saving early and staying out of debt as a lifestyle choice. Women and men alike, who had become financially successful early and smartly sought financial, tax and estate guidance. New empty nesters, finished with college costs, sought a thorough analysis of their financial situation, ready to shore up the savings gap, so that their goals and dreams can be realized.
Professional Baby-Boomers
. . . though ready to exit the workplace, they were anxious – not having affirmative answers to the many questions and unknowns that dominate their thoughts before they transition into retirement or their next phase. They sought comprehensive guidance on orchestrating the many overlapping, serious decisions they faced. Some needed direction on how best to approach the complicated decisions surrounding a large inheritance.
Our Retired Parents
. . . As seniors age, life presents a series of complicated financial decisions. They recognized that they needed guidance beyond investments; they needed expertise of an older, seasoned CFP® whose broad knowledge ushered in needed insight and wisdom. Some had faced the passing of a spouse and found themselves immediately overwhelmed with responsibility, needing a detailed outline to help them organize the many tasks that lie ahead. With seniors becoming targets of unscrupulous sales tactics, adult children sought trustworthy and prudent guidance and oversight.
Women
. . . who continuously recognize the growing financial burdens they face and the necessity to have a reliable plan in place for when they get older. Singlehood, divorce, aging parents, clinging adult children, and longevity create financial challenges for women, different than for men. More women than ever are commanding their future through professional achievement; hungry for sound financial counsel from a seasoned and experienced CFP® who understands how women think about money and security.
Business Owners
. . . seeking tax relief through retirement plans or considering the set up of a business. The business owner who understood that the first step of an exit strategy was having a reliable retirement analysis on hand to reveal the feasibility of retiring when and how based upon expectations held. Others saw the need to protect their wealth through the diversification of their assets and some realized that the protection of their family went hand in hand with protecting the business and was committed to putting those values into motion.
Company Employers
. . . who recognize how personal financial challenges of their employees can drag on productivity and that by expanding their company benefits to offer financial education is a win-win for everyone. Employees are hungry for time-worthy symposiums hosted by their employer led by an expert CFP® practitioner who brings both experience and insight to the conversation. Employee Financial Literacy/Financial Wellness symposiums cover a variety of relevant adult concerns today such as: a parent/student plan for college admittance and funding, the necessity of estate planning, clarity on Social Security options, addressing custodial issues of aging parents, and critical decisions before transitioning into retirement.
By partnering with a smaller boutique firm, our clients can expect customized and carefully thought-out approaches leading to suitable, commonsense recommendations from an experienced practitioner, instead of a three-ring binder filled with graph pages falling short of answering your questions, but loaded with verbiage pointing towards product recommendations.
The work involved and carried through for each client varies upon the needs and complexity of your situation; so we offer custom pricing proposals after an initial meeting. We offer short term hourly rates and flat project rates for those seeking fee-only financial planning consultation and analysis. We are compensated for customized, investment and wealth management oversight on a percentage for assets managed.
People from all walks of life need reliable answers, sound direction and counsel that can be trusted. So when seeking a partner to work with, call upon a professional CFP® practitioner who has tailored their business to offering Fee-Only financial planning and prudent investment management solutions, backed with both the competence and sincerity of planning around the client’s best interest.
WHEN MAKING DECISIONS REGARDING THE DIRECTION OF YOUR FUTURE, SEEK