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Money
Ask where to start, how to switch it up as life changes, and how to live the life you want.
What We Do
Money Coaching
Ensure you get things done!
Questions. Nothing is off limits.
Advice for every stage of life.
Keep you accountable with a living, breathing financial checklist.
Create a clear road map of where you are and where you want to go.
Training on good money habits that will make life easier and more fun.
Use real metrics to track and review your progress so you’re always moving forward.
Educate and empower you to make the best decisions for yourself today, tomorrow, and in the future.
Financial Coordination
Coordinate the important stuff – marriage, children, a new business, taxes – and call in anyone needed to get it done (CPA’s, attorneys, etc.)
Coordinate the tough stuff – a death, a divorce, a dementia diagnosis, a disability.
A single point of contact for all things financial.
Find solutions to financial problems as they come up, because they will.
Reminders on important events like tax payments and required distributions.
Reduce paperwork and save you time.
As requested, coordinate life events or issues with family members.
Goal Planning
Are you actively saving enough for a home purchase, car purchases and other large purchases?
Goal planning should make you dive deep into what you really want out of life; this is what we’ll tackle together.
Investment Planning
Saving for your future self in a low cost, tax efficient way.
Customized investment strategies and ongoing investment management to help grow your money.
Protect what you’ve saved; helping you reduce your risk, diversifying* and rebalancing your portfolio based on what makes sense at the time.
Retirement Planning
Helping you answer the biggest question of all: When… Will you be able to retire?
Regardless of your age, I’ll encourage you to seriously discuss what you want your retirement to look like (Talk to your parents, or people you trust. What do they wish they had done differently?).
When you do retire, how much do you want to live on? What do you want your life to look like?
Insurance Review
When and how much life insurance should you have? Should you have it at all?
Based on your health and family history, should you plan for long-term care or disability insurance?
Education Planning
What colleges are
affordable
?
Are you paying for yourself? Do you want your children to have a college education?
How much should you be saving for college or a trades program?
Spending Plan/Budgeting
Does your current income support your current spending? (be honest).
What are you spending your money on? Can you account for every dollar?
How many recurring subscriptions do you have? How many places do you automatically send your money each month? What’s necessary versus convenient?
Debt Management
Get your financial house in order. Debt repayment first, fun second.
Pay down mortgages, student loans, consumer loans, and credit cards. You’ll thank yourself.
Tax Planning
Review for potential (and costly) tax issues.
Roth IRA and Roth conversions: can generate tax-free ways to save for retirement.
Health Savings Accounts: tax-advantage savings accounts for medical expenses, whether you think you’ll have them or not.
Charitable giving: how to optimizing donations for tax-savings.
Re-evaluate poorly performing investments. Cut them out before they drag you down.
Employee Benefit Review
What coverage makes sense for you and/or your family in the coming year?
Will your family grow? Are you expecting a baby?
Have there been changes in your health or a loved one’s health?
Estate Planning
Worst case scenario: are you prepared for a sudden death?
Stop putting off making/updating your will. It is critical for those who will survive you.
Do you need to name new or update your beneficiaries? Have you adopted a child? Do you plan to adopt? Are you legally married or recently divorced? Update these yearly!
Social Security Planning
At what age will you start drawing it? How much will be available at that time?
What other sources of income will you have in retirement to supplement your life?
Get Started
Schedule a Meeting
Money
Ask where to start, how to switch it up as life changes, and how to live the life you want.
What We Do
Money Coaching
Ensure you get things done!
Questions. Nothing is off limits.
Advice for every stage of life.
Keep you accountable with a living, breathing financial checklist.
Create a clear road map of where you are and where you want to go.
Training on good money habits that will make life easier and more fun.
Use real metrics to track and review your progress so you’re always moving forward.
Educate and empower you to make the best decisions for yourself today, tomorrow, and in the future.
Financial Coordination
Coordinate the important stuff – marriage, children, a new business, taxes – and call in anyone needed to get it done (CPA’s, attorneys, etc.)
Coordinate the tough stuff – a death, a divorce, a dementia diagnosis, a disability.
A single point of contact for all things financial.
Find solutions to financial problems as they come up, because they will.
Reminders on important events like tax payments and required distributions.
Reduce paperwork and save you time.
As requested, coordinate life events or issues with family members.
Goal Planning
Are you actively saving enough for a home purchase, car purchases and other large purchases?
Goal planning should make you dive deep into what you really want out of life; this is what we’ll tackle together.
Investment Planning
Saving for your future self in a low cost, tax efficient way.
Customized investment strategies and ongoing investment management to help grow your money.
Protect what you’ve saved; helping you reduce your risk, diversifying* and rebalancing your portfolio based on what makes sense at the time.
Retirement Planning
Helping you answer the biggest question of all: When… Will you be able to retire?
Regardless of your age, I’ll encourage you to seriously discuss what you want your retirement to look like (Talk to your parents, or people you trust. What do they wish they had done differently?).
When you do retire, how much do you want to live on? What do you want your life to look like?
Insurance Review
When and how much life insurance should you have? Should you have it at all?
Based on your health and family history, should you plan for long-term care or disability insurance?
Education Planning
What colleges are
affordable
?
Are you paying for yourself? Do you want your children to have a college education?
How much should you be saving for college or a trades program?
Spending Plan/Budgeting
Does your current income support your current spending? (be honest).
What are you spending your money on? Can you account for every dollar?
How many recurring subscriptions do you have? How many places do you automatically send your money each month? What’s necessary versus convenient?
Debt Management
Get your financial house in order. Debt repayment first, fun second.
Pay down mortgages, student loans, consumer loans, and credit cards. You’ll thank yourself.
Tax Planning
Review for potential (and costly) tax issues.
Roth IRA and Roth conversions: can generate tax-free ways to save for retirement.
Health Savings Accounts: tax-advantage savings accounts for medical expenses, whether you think you’ll have them or not.
Charitable giving: how to optimizing donations for tax-savings.
Re-evaluate poorly performing investments. Cut them out before they drag you down.
Employee Benefit Review
What coverage makes sense for you and/or your family in the coming year?
Will your family grow? Are you expecting a baby?
Have there been changes in your health or a loved one’s health?
Estate Planning
Worst case scenario: are you prepared for a sudden death?
Stop putting off making/updating your will. It is critical for those who will survive you.
Do you need to name new or update your beneficiaries? Have you adopted a child? Do you plan to adopt? Are you legally married or recently divorced? Update these yearly!
Social Security Planning
At what age will you start drawing it? How much will be available at that time?
What other sources of income will you have in retirement to supplement your life?
