Comprehensive Financial Planning

We assist a variety of clients from young couples to folks in their 90s. Many of our clients are clergy persons with very unique planning needs. Single women appreciate our services tailored for them as individuals. And those with a generous spirit value our experience in charitable and legacy planning.

We are true fiduciaries, who work just for our clients. There's no conflict of interest, because we don't sell financial products, and we receive no commissions or “production bonuses.”

Because we consider financial planning to be a dynamic process, your annual retainer fee allows you to call or e-mail us any time during the year, in addition to your regularly scheduled appointments — at no extra cost.

To help reach your financial goals, we’ll assist with these areas:

• First Steps to Financial Freedom (your goals and dreams, values; money stories; transition stages; financial net worth; cash flow; tools to organize and simplify money management)
• Investment Philosophy and Strategy (personalized Investment Policy Statement; portfolio analysis; functional asset allocation; investment selection and implementation)
• Tax Planning
• Insurance Review
• Pre and Post Retirement Planning . . . Including the "ReFirement Years" of Life
  • “After the Last Paycheck” — Making Your Money Last in Retirement
• Estate and Legacy Planning
• The Joy of Philanthropy!
• Education Planning
• Long Range and Life-Centered Financial Planning -- "Beyond Just Money"
• Uniquely Specialized Planning for Clergy
• Widows and Single Women's Distinctive Issues
• Financial Planning for an Elderly Parent
• And Many Other Important Money Matters . . .

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