COMPLIMENTARY INITIAL CONSULTATION
HOURLY AS-NEEDED CONSULTATION
In this Q&A session, your financial questions or concerns will be answered. This is most suitable for those confident about their current financial situation and just looking for supplements or touch-ups.
New job, new employee benefits? Come to our hourly consultation to understand what your benefits are and how to best utilize them!
Discover other topics covered.
HOLISTIC FINANCIAL PLANNING
Kid's college, retirement, mortgage - how do I juggle them all? Our holistic financial planning will help you piece all these puzzles of life together and create a customized road map to your financial success.
Your plan will include a current snapshot of your finances, a spending plan, emergency reserve, retirement plan, solutions to protect your wealth, saving plans for your other short-term and long-term financial goals, and strategies for major life events.
Learn about our process.
EDUCATIONAL WORKSHOP AND EMPLOYEE ASSISTANCE PROGRAM
Happy employees bring higher productivity. Ready to sponsor an educational financial workshop or bring on financial counseling as part of your employee assistance program? Please contact us for details.