Financial Planning*

Whether helping to manage your day-to-day cash flow, easing you through an unexpected life transition, or setting goals and exploring scenarios, financial planning sets you on the right course.  Common planning projects are:

​​

• Scenario Planning

• Financial Kickstart - 4 sessions tailored to help you gain clarity and confidence 

• Sufficiency Projections: how much is enough?

• Smart tax strategies

• Smart philanthropy: maximizing your giving

• Coordinating and supporting other advisors - including lawyers, CPAs, and investment professionals.

​​

* I am not an RIA (Registered Investment Advisor) and do not provide investment advice​ or recommendations.