Are you looking for a long term relationship with a planner? Do you want to start at “the beginning” and figure out where you currently stand and how to get to where you want to be? This is the perfect choice for someone who is looking for an initial assessment of their financial life and ongoing support with all things money.
Looking for someone to manage your money? Do you have an old 403(b)/457 or 401(k) at an old job you need to do something about? This is the perfect service for someone who is looking for help with investment choices and ongoing investment management.
Would you and your friends like to learn the basics of investments? Do you want to teach your high school and college children basic money survival skills? Custom designed workshops are available for groups of 5 people or more.