What keeps you up at night? Maybe you’re wondering if you have enough to retire. Or how to balance saving for retirement and college. Or what would happen to your family if you died or couldn’t work. You probably aren’t staring at the ceiling thinking that you need a comprehensive financial plan, because usually our concerns are more specific. But having a plan in place means proactively addressing these questions before they become things that keep you awake. In personal finance, as in medicine, sometimes an ounce of prevention is better than a pound of cure.
Together we will create a holistic financial plan that will align your vision into a simple, easy to understand roadmap with clear milestones so that you know where you are on your path to financial well-being. Holistic means looking at all areas of your financial life together, because the whole really can be greater than the sum of its parts. Investments, retirement, cash flow, insurance, tax, estate, group benefits – these all impact each other and shouldn’t be decided in isolation.