WEALTH PLANNING

If your family is anything like mine, you're wrestling with a ton of different financial challenges: managing cash flow, paying down debt, saving, and investing for retirement.  My wealth planning service provides comprehensive, ongoing coaching and monitoring to guide you through these important issues.


401K WORKSHOP

With the disappearance of most pensions, families are counting on their 401(k) to carry them through retirement.  But between investment selections, how much to contribute, and when to start withdrawing funds, 401(k)s can be pretty confusing. This service provides greater clarity to your 401(k) and helps optimize its wealth-building potential.


INVESTMENT MANAGEMENT

I truly believe you can learn to manage your own investments, but that doesn’t mean you have to.  Investment management services remove the stress you may feel from making investment decisions while providing you with full access to your investment accounts.


PLANNING PROJECTS

Planning projects are available at an hourly rate of $150.