Financial Planning

What are your personal financial goals?

My process that will help you identify your financial goals and objectives, no matter what stage you are in your life. Together, we will use the tool to bring clarity to your financial situation and you future goals.

New Job

Whether you’re starting out or moving on, a new job represents new opportunities. You work hard to earn your money; now make your money work hard for you. Together, we can evaluate your total benefit package and help fill in any gaps to meeting your financial goals.


Even a small wedding can be a big undertaking. So why do so many couples stop preparing for the future after they say, “I Do?” Communication is the key to a happy marriage and to a financially successful partnership. Begin by considering your finances as a married couple. How can you maximize your income, minimize the impact of income taxes and work toward your mutual goals?

New Home

A new home brings the thrill of ownership and the reality of a mortgage. If you share that responsibility with someone, would either of you have the means to carry on alone if something happened to the other? You can take the steps to ensure that you will be secure in your house if anything were to happen to you, your income or your spouse.


You want to give your children the best life possible. The costs of the “good life” can be overwhelming. You can lay the groundwork for your children’s financial future while making sure that your financial needs are addressed as well. College, estate taxes, retirement – these events all seem so far off. If you put the right pieces in place, you will be better positioned to reach your family’s financial goals.

Single Adults

If you’ve never been married or are divorced or widowed, you have financial security needs. If you also have young children or parents who are relying on you, flying solo can mean twice as much thought. From taxes to income protection, you know that self-sufficiency is critical to maintaining your standard of living. Make sure that you take the steps necessary to protect yourself and any dependents from the possible loss of your income or health.


What type of retirement do you envision for yourself? Do you have enough resources to fund the lifestyle you desire? Will you be able to support yourself and make your own choices if you become sick or disabled before or during your retirement? By building the reserves you need, you will allow yourself more flexibility after your last paycheck has been cashed. Think about the different vehicles available to you to help you save for your retirement.


As a grandma or grandpa, you have the opportunity to have enormous influence on the next generation of your family. Your beliefs and your values are communicated through your words and your actions and can make a lasting impact on the lives of your grandchildren. Starting early can make a substantial difference. By providing education funds for your grandchildren, you can open doors for them far into the future. The efforts you make on their behalf may make the difference in your grandchildren getting an education at the college of their choice or even buying their first home.

Estate Planning

They say you can’t take it with you, but you can decide how and to whom you leave it. Your legacy should be determined by the choices you make today, not by the random assignment of your estate after your death. The laws governing estate taxes are constantly changing. To maximize the potential of your estate, it’s important to consult with the experts who stay on top of current laws. These experts can help you direct your resources in a way that funds your legacy.

How long will your assets last in retirement?

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