Begin to live life with a little bit of you back in it.
Do NOT Overpay for College
By developing a college preapproval plan we determine exactly what your family can afford. From there we can develop a list of generous schools that balance you and your children’s future. Cracking open the black box of financial aid to get your best deal helps develop a cohesive plan. This can help your child get a great education, manage student loan borrowing, and keep you on track for your future (retirement maybe?).
Organize your New Life – The House, Your Career, Retirement and Tax Planning
Once the kids depart for independence new issues become front of mind such as relocating or remodeling your residence. Questions arise around career strategies, planning for an eventual retirement and taking a hard look at your tax outlays. We have been focused on raising our children – now it’s our turn for planning and working with a team that has been there.
Develop a clear path that balances your family with your future
Once the kids have launched, we continue to be parents. Children that return for either college breaks or extended stays later in life can add undue stress. Couple that with ongoing financial needs around weddings, etc. and it can feel like they never left! We help build guardrails in your plans that include the unexpected. It’s also a time in life when our parents might need our help. We can help when our clients need a caregiving plan.
It may be time to examine your estate plan as well. We can help!
Begin to live life with a little bit of YOU back in it!