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Financial Planning

Stand-Alone Planning

Stand-alone planning includes a financial plan covering major areas of your financial life, customized to address your specific financial needs, such as retirement income planning, cash flow planning, investment allocations, risk management, transition planning, etc.  Stand-Alone Planning consists of an initial meeting to discuss goals, 2-4 calls/emails to gather data, and a final meeting (or call) to present recommendations.

Comprehensive Financial Planning

Comprehensive Financial Planning is the foundation of what we do. We help you create a big-picture understanding of your financial life, addressing topics such as cash-flow and budgeting, debt re-payment, college planning, investment allocation, retirement planning and related tax and estate planning issues. Once a plan is created, we offer on-going support to ensure you stay on track and to trouble-shoot new questions as they arise.

Schedule An Introductory Call

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