Fee Based Financial Planning
Comprehensive Financial Planning: We follow the six-step Finical Planning process which includes: assessing a client's overall financial situation, including income, expenses, assets, liabilities, and goals.
Investment Objectives: Assess your risk tolerance and we can provide you with an asset allocation plan for your investments. (No induvial product recommendations.)
Retirement Planning: Our aim is to provide you with strategies that not only help you accumulate savings but also ensure a financially secure retirement, offering you peace of mind for the future.
Tax Planning and Preparation: With our expertise and efficient strategies, we assist our clients in minimizing tax liabilities. We specialize in tax-efficient investing, retirement account contributions, and deductions. We can also help you catch up on filing back taxes and prepare your Income Tax Return for you each year, ensuring your financial security.
Estate Planning: We help you create estate plans, including identifying key elements of your power of attorney and trust documents to ensure their assets are distributed according to your wishes and minimize estate taxes.
Risk Management: We will assess and help you manage various risks, such as insurance coverage for life, health, disability, and long-term care.
Education Planning: We will guide you in the process of creating an education savings strategy for yoru chodl or grandchild.
Divorce Mediation Serices
Facilitate Communication: We will help couples communicate effectively and respectfully during the divorce process.
Negotiate Agreements: We facilitate discussions to assist the two of you in negotiating agreements on various issues such as child custody, visitation schedules, division of assets, and spousal support.
Provide Information: We offer information about legal resources, responsibilities, and options available to the couple.
Offer Neutral Guidance: We provide neutral guidance and support to help couples explore solutions and make informed decisions.
Drafting Documentation: We will provide you with a memorandum of understand at the occlusion of a success mediation engagement.
Referrals: We may provide referrals to other professionals such as lawyers, investment advisors, or therapists if needed.
Follow-Up Support: We can offer follow-up support after the mediation process to ensure agreements are implemented smoothly and address any issues that may arise.