Look forward with confidence
Whether you are just getting started, or you are looking forward to new opportunities to make a difference, taking the first step is often the hardest. Using a goals-based approach, we are here to help you develop a roadmap.
Having coached athletes, advisors, and clients over the past 35 years, I apply a teaching and coaching approach to working with clients. We use a process that is designed to identify the things that are important to you, inventory the resources at hand, and create a plan that is uniquely designed to help you achieve your goals.
Our clients include:
- Those nearing retirement age and needing assistance planning for both the financial and non-financial aspects of living in retirement.
- Individuals who face the reality of solo aging during pre-retirement and retirement years.
- High income earners who are looking to apply tax advantaged strategies to their plan.
- Young families who understand the importance of protecting their family from unexpected illness or life events.