About Us

What is a Financial Planner?

Many people mistakenly believe that financial planners are brokers selling investment financial products. Financial products are just tools – they may or may not be appropriate in every situation. A Financial Planner provides customized financial advice, recommendations and strategies for each person’s unique financial situation. The following are areas where a qualified financial planner can help.

Organize, Manage and Budget Personal Finances

Most of us have complex financial lives, but lack the time, expertise, discipline or even organization to put our ‘financial house’ in order.

We can examine your overall financial situation help you identify your life dreams and goals, then recommend real strategies to help get you there. We can help you get the most bang from each dollar you earn and spend so you can achieve your dreams. We can help with monthly budgeting so you can have enough money to save, invest and spend.

Plan for an Upcoming Marriage or Ongoing Domestic Partnership

Blending two independent financial lives can be complicated and sometimes stressful, particularly if there are conflicting financial personalities or there were previous marriages.

We can help you address issues such as how to handle family money management, find spending and saving patterns that work for both, how to allocate incomes that might not be equal as well as how to title assets.

Plan, Save and Invest

We all know we need to save more. The right investment and saving decisions today are critical to planning for future goals like retirement. When will you retire? Will you work in retirement? Will you travel extensively? All these considerations effect how much you’ll need to save and how much income you’ll really need later in life.

We can help you visualize your future dreams so that you can plan and save effectively.