Financial Planning

Financial planning (and consulting) often uses a powerful software program to show how a client’s many accounts work together.

Why is that important? It’s important to be able to envision how your accounts may perform under different scenarios that affect your financial position, which affects you ability to live your life.

The financial planning software works in tandem with our knowledge and experience to include the dynamics of your many accounts as one coherent plan based on the strategy we’ve designed to fit your unique needs.

We can provide situational consulting services to help you navigate through lifetime events, such as a wedding, birth, death, divorce, remarriage, special needs, charitable donations, second homes, long term care, and many other needs should they arise.