Financial Planning Services ($250+ per month)

 Are you on track to attain your desired lifestyle in retirement?  Are you saving enough each month to achieve your goals?  We will work with you to create a savings plan that is a good fit for your specific situation and what you want to accomplish. 

 Are you unsure of how you will fund or contribute toward your child's future education?  We'll help you identify how much you will need and work with you to create a plan to start investing today. 

 Do you have enough insurance?  Are you over insured?  We can do an insurance review to evaluate your level of risk and to see what coverages would be appropriate for you and your family. 

 Do you have your end-of-life affairs in order?  Do your family members know what your wishes would be in the event of your untimely death or incapacitation?  We will work with you and your Estate Planning attorney to help you and your family be prepared for the future. 

  It can certainly be a challenge to choose between the varying repayment and re-financing options for student loans.  We'll help you sort through it all and help you choose an option that makes the most sense for your specific situation.