A Road Map and Practical Advice
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:
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.