Preparing Families for What's Next
We specialize in helping families by clarifying the unique issues of paying for college, career change, tax planning, modifying their residence, investing with innovation and then living out a adventurous second half of life.
The same principle applies to your financial priorities. By stripping away the old beliefs and preconceptions that build up over time, you can focus on goals that matter with a clear sense of purpose.
Learn how to live the Best Life Possible with the money you have!
Are you getting satisfaction and meaning from the work you do? Are you compensated well for this?
Is your home the right place for you? Can you comfortably afford to live there?
Are you pleased with your accomplishments in life? Have you been able to fund your needs and pursue your aspirations?
Are you effectively using your finances towards education for you and your family?
Are you able to fund your hobbies and interests? Are you taking the time to visit the places you would like to see and do the things you would like to do?
Are you able to achieve and maintain your health without financial stress?
Have your relationships not been adversely affected by money matters? Can you take care of the people important to you?
Are you living your life on purpose? Are you able to live and give generously of your time, talent, and/or finances?
Is your money being used in ways that help you feel free? Do you feel freedom in how you live your life?
Do you feel secure about your current financial situation? Are you confident about your financial future?
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
Assisting families in transition with expertise in late stage college planning, maximizing the empty nest transition and retirement coaching
We creatively and curiously seek to understand our client's lives to then offer solutions that proactively defend their future
Encore Careers: Push Your Boundaries
A New Way to Look at Your Bucket List
Should You Tap Retirement Savings to Fund College?
Charitable Giving: Smart from the Heart
Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as an investor.