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Useful Resources

Give Yourself a Financial Checkup

The solution is in the process, not financial products

Flexible approaches based on your goals and your scope

Saving on the cost of college

Comprehensive.

  1. •  Plan development, implementation and ongoing monitoring of progress.

  2. •  Investment management, risk & insurance, education funding analysis, estate planning, cash    
    flow & debt analysis, and special circumstances.

  3. •  Family services focusing on charitable giving, elder care, trusteeship, end of life planning and   
    assistance with probate and estate administration if applicable.

  4. •  Attentive, personal service.  I recommend we meet quarterly, or more frequently if needed.


Goal-focused.

  1. •  Robust “what if” analysis of how your actions today may impact your goals for tomorrow.



Learn more about this approach by reading our Firm Brochure - click here.

Financial Planning Services

“Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child’s education or planning for retirement.”

— CERTIFIED FINANCIAL PLANNER TM Board of Standards

NAPFA Planning Perspectives

Why Fee-Only Matters to You

The New York Times: Your Money by Ron Lieber

FPA For Financial Planning

Internal Revenue Service

Marketplace:
How to Choose a Financial Planner

Mint.com:  How to Know When You Need a Financial Advisor

The New York Times:
31 Steps to a Financial Tuneup

Helping my clients make smart decisions about their money
and their lives.