"Be Not Afraid of Growing Slowly.  Be Only Afraid of Standing Still"

-Chinese Proverb

We work on building consistent and long-term financial management habits to reach your Financial Goals.  This involves creating an awareness of your current financial situation, identifying the financial goals necessary to meet your long-term needs, and then consistently and strategically working according to a plan to meet those objectives.  The treasure of our work together is the freedom from staying up at night and worrying about money.  It is removing the uncertainty and anxiety.  It is being able to feel secure and confident with your financial affairs.   

We will focus on Your Unique Need for Financial Planning.  Our work can include:

• Organizing your Household Finances

• Implementing an Effective Household Budget

• Developing Positive Communication with your Partner Regarding Spending and Saving Priorities

• Eliminating an Overwhelming Debt Level

• Planning and Saving for Retirement

• Transitioning to a Single Income Family

• Outlining a Home Purchase

• Planning for Education Expenses

• Setting a Wedding Budget

• Working Together as a Newly Married Couple  

• Preparing for a Career Change

• Planning for Business Growth

• Welcoming a New Child

• Preparing for a Separation from a Spouse

• Preparing for College and Working with a Budget

• Assisting College Graduates and New Business Professionals Lay the Foundation for an Independent and Successful Financial Future

• Recovering from the Death of a Spouse

• Preparing for an Inflow of Funds from an Inheritance, Compensation Payout, or Asset Sale