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Goal Setting

What is it you want from your hard work?
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Cash Flow

The key to reaching your goals is telling your money where to go.
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Emergency Fund

Do you have enough set aside if something goes wrong?
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Employee Benefits

There’s a good chance you aren’t making the most out of your employee benefits. A review of your benefits could uncover thousands of dollars!
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401(k) or ORP

Make sure you get the most out of your plan.
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Tax Planning

The complexity of the tax code often means a few tweaks in your finances could save you taxes. This is a big deal for many people.
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Student Loans

How is the best way to handle your student loans?  There are many options, but informed decision making is important for the best outcomes.
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Debt Planning

Do you have debt?  Not all debt is bad, but you need a plan to pay off any debt that is a burden.
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Investment Management

Your investments need to be designed to tax efficiently get you to your goals.  Also, there are value adds like tax-loss harvesting, rebalancing, and diversifying in tax aware manners.
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Real Estate

Do you have real estate? Want to purchase real estate?  Wonder about financing?  Let’s talk about the pros and cons.
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Life Insurance Review

Do you have adequate protection for your family if a tragedy strikes?  A life insurance review will let you know and help you get the right coverage.  I will explain if term, whole life, or universal life is best for your situation?
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Auto & Home Insurance Review

Make sure you have adequate coverage in our litigious society, and at a reasonable price.
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Education Savings Planning

Design a plan for future college expenses that takes into consideration qualifying for government loans and other assistance.
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Retirement Income Planning

Everyone needs to plan for this, either through saving during their work career, or detailed analysis as they enter retirement.  Click here for a 60 second retirement check-up.
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Estate Planning

You likely really need an estate plan.  I can’t create an estate plan for you, but I will guide you in your decisions and help connect you to a high quality estate attorney.
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Virtual Meetings

If you have work and/or children, having virtual meetings are a great, low-stress way for us to work together!  In person meetings are also great, but I want to make meetings easy for you.