Looking for a financial planner? Please select the option that best describes you.

Early/Mid Career

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Nearing Retirement

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Retired

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Suddenly Wealthy

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Existing Client

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Early/Mid Career

Competing Priorities

  • How much house can I afford?
  • Can I save for my kids college?
  • Can I afford this wedding?
  • Will I ever pay off these student loans?
  • How much emergency fund do I need?
  • Am I saving enough for retirement?
  • Is this budget appropriate for my income?
  • Am I spending too much on entertainment/nightlife/lunches/lattes?
  • Can I save outside of my 401(k)?
  • What should I do about this credit card debt?
  • How do I start investing?

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Nearing Retirement

Am I Ready?

  • Do I have enough money saved to achieve my desired retirement?
  • Are my spouse/significant other/kids going to be OK if something happens to
    me?
  • Should I have saved more when I was younger?
  • What social security claiming strategy is right for me?
  • Are my assets protected from lawsuits/acts of negligence/fraud/theft?
  • What happens if the market tanks?
  • Where will my money come from in retirement?
  • Am I invested appropriately?
  • Can I afford this vacation home?
  • Am I diversified enough?
  • How do I transition my business to the next generation?

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We're Here, Now What?

  • Am I invested appropriately?
  • How much can I afford to take from my retirement accounts?
  • Are my spouse/significant other/kids going to be OK if something happens to me?
  • How will my assets pass to my heirs?
  • Should I have saved more when I was working?
  • Are my assets protected from lawsuits/acts of negligence/fraud/theft?
  • What happens if the market tanks?
  • Am I diversified enough?
  • Can I afford to be charitable?
  • How can I minimize my tax bill?

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Suddenly Wealthy

What Do I Do With This Money?

  • I received a large inheritance or won the lotto, now what?
  • Should I take my winnings now or spread them out?
  • Should I eliminate all my debt first?
  • How can I protect my new assets from friends/relatives/government?
  • How do I handle relationships with my friends and family?
  • How do I create a budget with my newfound fortune?
  • How do I pick a financial advisor?
  • How do I know I am not getting ripped off?
  • Can I still work if I want to?
  • If I continue to work, are there any additional tax implications?
  • Should I buy a small company or invest in the market?

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Existing Client

Obviously You Are Brilliant If You Are Already Working With Us

Thank you for working with us. It is our pleasure to serve you. Here are a few helpful links.

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