Expert Advice
Debt Repayment: Dealing with some credit card debt or student loans? Trust us, you’re not alone. About half of credit card users in America are carrying a balance from one month to the next, and more than 12% of Americans have student loan debt. Let’s strategize a good way to get you out of the hole.
Investment Advice: We can recommend investments that make the most sense for your particular circumstances. This might include stocks, real estate, or other solutions.
Insurance Advice: Our biggest concern in this area is insurance that leaves you “insurance poor.” We can help you find life insurance, disability, Medicare, etc. But we also want to make sure it fits into your bigger budget and bigger picture.
Investment Advice: We can recommend investments that make the most sense for your particular circumstances. This might include stocks, real estate, or other solutions.
Insurance Advice: Our biggest concern in this area is insurance that leaves you “insurance poor.” We can help you find life insurance, disability, Medicare, etc. But we also want to make sure it fits into your bigger budget and bigger picture.
Planning Services
Life Planning: Yes, you read that right. Financial planning is really about planning for your life. We’ll help you set financial goals and figure out how to achieve them, with consideration for your specific needs and circumstances.
Cash Flow Planning: Think “household budget.” This is where we sit down and look at what money is coming in and going out and plan for the best way to manage that budget to make your goals happen.
Estate Planning: Starting a family? Yes, you absolutely need a will or trust. We can help you plan how your assets will be distributed after death and connect you with attorneys to help you get a will or trust in order.
Education Planning: Want to go back to school? Thinking about a 529 college savings plan for your kids? Let’s talk it through and see how we can make it happen.
Retirement Planning: We can help you figure out how to save for retirement, how to invest, and even how to pull the money when you retire so you don’t end up losing it when you pull it out.
Tax Planning: You might have to accept taxes as a fact of life–but you can be proactive about it and change the outcome. We can help you figure out how to lower the burden of taxes on your household over time.
ADHD and Trauma-Informed Financial Planning: Because your relationship with money is about more than numbers.
Cash Flow Planning: Think “household budget.” This is where we sit down and look at what money is coming in and going out and plan for the best way to manage that budget to make your goals happen.
Estate Planning: Starting a family? Yes, you absolutely need a will or trust. We can help you plan how your assets will be distributed after death and connect you with attorneys to help you get a will or trust in order.
Education Planning: Want to go back to school? Thinking about a 529 college savings plan for your kids? Let’s talk it through and see how we can make it happen.
Retirement Planning: We can help you figure out how to save for retirement, how to invest, and even how to pull the money when you retire so you don’t end up losing it when you pull it out.
Tax Planning: You might have to accept taxes as a fact of life–but you can be proactive about it and change the outcome. We can help you figure out how to lower the burden of taxes on your household over time.
ADHD and Trauma-Informed Financial Planning: Because your relationship with money is about more than numbers.
3-Step Process
- For most people, the first step will be a virtual financial consultation.
- We’ll then collect recent statements from all of your finance-related accounts; this will give us a sense of the puzzle. We will also help you unpack things you might not realize are impacting your financial life.
- Through virtual appointments and our financial planning software system, we’ll link in your accounts and keep an eye on things, counseling you through the steps toward your goals.
Ongoing Monitoring
This is where we really shine–tracking your progress over time and alerting you when you may need to make a change based on your income, expenses, family changes, or market conditions.
Pricing
Everyone’s financial journey looks a little different, so we offer flexibility in how we work together:
Ongoing planning
Long-term support, big-picture guidance, and a plan that evolves with you.
One-time or focused sessions
Help with something specific (like budgeting, taxes, or big decisions) without
committing to a full plan.
Ongoing planning
Long-term support, big-picture guidance, and a plan that evolves with you.
One-time or focused sessions
Help with something specific (like budgeting, taxes, or big decisions) without
committing to a full plan.
