Financial Planning

Avoid Future Roadblocks By Paving a Path to Your Goals

Whether you’re fresh out of college, you’ve just gotten married, or you’re getting ready to retire, you’re at an exciting juncture in your life.

No matter what your salary is, how much debt you have, or how much you’ve saved, there are steps you can take to clarify and improve your financial direction and minimize financial stress. We’ll work with you to create a strategy that makes the most of your financial circumstances today—while helping you get where you want to go in the years to come.

Services We Offer

From young couples starting a family to more established professionals, we offer various avenues to help you achieve financial security and, ultimately, financial independence.

Coaching Sessions and Workshops

Foundational Financial Workshop

$450/ three 45 minute sessions

During my 30 years of financial services experience, I have noticed that people have common financial questions regarding their financial goals regardless of how much money they have.  How do I manage and eliminate debt?   How much do I need to achieve a specific goal ? How much should I save?  How should I invest - and in what?   Am I on track?    We can help you answer these and many other questions you may have and we won't do this while trying to sell you any financial products.   We will customize each of the three sessions to meet your specific needs.

Retirement Readiness Workshop

$450/ three 45 minute sessions

Are you on the right path to afford the retirement lifestyle you dream of?   During these sessions we will:   

  • -Analyze your retirement readiness and reccomend strategies to improve your chances of success
  • -Review your current investments and recommend revised investment strategies as needed
  • -Reccomend a Social Security strategy to help you maximize benefits

Recent Grad Financial Coaching

Start your working life on the right foot. During this coaching session, you will learn about best ways to allocate your money between daily expenses, paying off debt, and saving and investing. We will discuss investing basics and getting started with a retirement plan. Learning how to juggle expenses, student debt, all while starting to save and invest will help reduce financial stress for decades to come.

Marriage and Money Workshop
For Engaged and Newlywed Couples

$450/ three 45 minute sessions

During these sessions we will have a dialogue designed to create a common ground on important money issues that couples face. We will help couples answer the following questions:

  • Are we both fully aware of our current financial situation?
  • How do we spend our money - do we create a tight budget, a loose budget or no budget at all?
  • Who is going to pay the bills and handle the investments?
  • Do we have separate bank accounts, joint accounts, or both?
  • What are our short-term, mid-term, long-term financial goals?
  • Do we have the proper insurance and wills in place?

Financial stress is the leading cause of divorce. Together, we can eliminate this challenge by creating the proper dialogue and plan.

Hourly Financial Planning

$200/HOUR TO ADDRESS SPECIFIC NEEDS - the hourly amount may be less depending on the complexity of your needs.   Please reach out to discuss.

You’ll receive a strategy tailored to your goals or challenges. We can help with a range of objectives, like buying a house, saving for college, paying down debt, or preparing for retirement.

Please also note that we are willing to customize a session or workshop based on your specific needs.   Please reach out and we can discuss potential ways we can serve you.     

We're dedicated to helping you create a clear and focused plann as you rejoice in your current life moment.

Let's get you on the right track.

Schedule a Call