I don’t live near your office. Can I still work with you?

Absolutely.   We serve many clients throughout the country effectively using virtual meeting tools.  

What is a comprehensive plan? Can I do something less?

Something less just wouldn’t be good enough.   Most of us wouldn’t want a partial surgery, so why get a partial plan.  Our comprehensive plans address all of the critical areas necessary to get on-target with your financial life, and keep it that way forever.

Do you get paid commissions?

We don’t accept commissions from insurance companies, investment companies, lawyers, CPAs, or any firm we partner with to help you.

Who can benefit most from our services?

Busy people who want to accomplish big things.   If you want to know you have a solid game plan for your life and don’t have time to do it yourself, we probably will be a good fit.

Who would not be a typical client?

If you think “beating the market” is a financial plan our process might seem strange.   There is way more to comprehensive planning than investing.   Investments are the “jet fuel for your trip” so they are vitally important.  However, that shouldn’t be your singular focus.

What services do you provide?

Comprehensive planning to accomplish your goals.   This means doing thorough review of cash management and cash flow, debt, insurance, investment, estate planning, and tax planning.