What We Do

Financial Planning with Personalized Service

People typically have three fundamental questions:

  1. How much do I need to save every year?
  2. When can I retire?
  3. How much can I spend in retirement?

If you are retired, you may instead have a single, critically-important question: How much can I spend every year without running out of money?

Our work together includes analyzing your situation and answering these questions in a way that is consistent with your family’s priorities.

Answering these retirement planning questions is only one component of a good financial plan. Other components include investments, insurance, estate plans, and taxes.

Divorce Planning

Every divorce is unique depending on the length of the marriage and the amount and type of property to be divided. Our goal is to help you make informed choices so you are able to reach an equitable settlement that is in your best interest.

The most common wish we see from people who are divorcing is that they want to know where they stand financially going forward and to feel hopeful about what the future holds for them.

We provide guidance and value to our divorce clients by helping with:

  • Budgeting
  • Financial Education
  • Evaluating settlement proposals
  • Deciding whether or not to keep the family home or cabin
  • Support and direction when there’s disagreement on how to equitably divide assets and the client isn’t sure what to do
  • Assistance with post-divorce tasks such as asset transfers, paperwork, QDRO’s
  • Ongoing financial advice with your finances and investments after the divorce process is over

Have questions? Let us know!
Learn more about how I can help you pursue your financial goals. Request a complimentary Discovery Meeting Consultation.