Financial Planning

Financial Planning is a process of accessing your goals and values and indentifying where you stand today and where you like to be in the future.  In this we put together an inventory of your assets, liabilities and income.  We collect statements of investment assets, debts, social security statements, pension statements, etc.  From there we access your current financial standing and look at steps, your priorities first, of accomplishing your goals.  Some examples of goals; positioning retirement dollars or non retirement, Inheritance, Marriage or Divorce, Birth or Adoption, Caring for aging parents or disabled child, Funding education, Buying, selling or passing on Business.

We can coordinate or work together with your Estate planning attorney, CPA, or Insurance Agent in devising a plan that fits your goals and values.

Financial Planning Resources:

Challanges of Planning for Alzheimers


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.