Problem Solving: Sometimes, you may just have one or two specific questions or issues that you want to address, but you don't want a comprehensive plan. We can help you with questions such as:
Depending on your situation and the help you want, we address some or all of the these items to help you understand your financial situation and have a roadmap for the future.
We believe that individuals and families should approach managing their life journey much like a business: from the top down. We start with a free, no obligation Get Acquainted Session (GA) that will last from 30 - 60 minutes. The GA gives us the chance to understand your situation and you a chance to ask us any questions you may have. At the end of the GA, we will provide you with a quoted price range for the services we jointly agree that we will provide, with our guarantee that we will not exceed the upper end of the range. As a result, you know the most that the engagement will cost before you commit.
In general, our services fall within three areas, and are applied to your situation as the situation warrants and you desire.
Implementation Planning: Once you have a realistic plan in place that meets your life goals, we can give you the specific recommendations designed to get you there. Here we give you the guidelines and specific action steps that you need to take to implement your plan. This may include: