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Financial Planning*

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:

  • 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.

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