We answer the financial questions that matter to you

Where am i, and where am i going?

You need to know where you stand financially.  We help you determine where you are, and where you are likely to be... in 2 years... 10 years... 20 years... 50 years...  We do this by looking at your whole financial picture.  It's probably the most important facet of your financial situation for you to understand.  Based on facts, not wishful thinking.

What am i risking?

You need to understand the risks that you face.  Risks are simply things that can go wrong to the extent that they interfere with attaining your goals.  We all take on risk.  That's not bad.  It's what we didn't understand to be a risk that often has the worst impact.  We ask enough questions to uncover the risks.

Image courtesy of olovedog at FreeDigitalPhotos.net

Image courtesy of Ambro at FreeDigitalPhotos.net

Who else is involved?

Rarely are we isolated from other people.  You likely have many different relationships.  Some are family, some are friends, some are business.  How does your financial life tie into these relationships?  What happens with these relationships if some life changing event happens to you?  We help plan and put into place the life protections and documents that reflect your wishes.