Individuals and Couples

If you've ever asked yourself the following questions, then you are not alone. We assist our clients in answering the following:

​

• How much house can we afford without jeopardizing our lifestyle?

• Can we afford a bucket-list vacation?

• How will a career or job change affect our goals and lifestyle?

• How can we be better prepared for the future but also enjoy life now?

​

Families

Being a parent involves an incredible amount of time, energy, and resources.  We take pride in tackling these issues with our clients: 

 ​​

• How much will childbirth cost and which health insurance plan will provide the lowest total cost?

• Can we afford to have another child?

• How do we approach saving for our child's college tuition?

• Can we afford private tuition costs?

• Can my spouse or I stay at home?

• How do we save for major expenses such as weddings and our children's first vehicles?

​

​

Business Owners

When managing a business, there are a lot of moving parts. Planning can provide stability and resources to operate at your best. We help assist with the following:

​

• How can I improve employee retention in today's competitive job market?

• How can I ensure my employees are set up for their own retirement? 

• What is an appropriate exit strategy?

• How do I balance investing back into my business and generating wealth outside of it?

• How can I prepare for selling my business?

• How can I structure my business to reduce taxes?

​

​