Be sure to keep yourself safe and secure your own future by updating and maintaining the documents below.
Life’s Milestones
Tax Tracker
Don’t spend the beginning of the year rooting through old files looking for receipts for your taxes.
Survivor’s Guide Timeline and Checklist
This can be an emotional time for the bereaved, with many new and unexpected tasks.
Debt Primer
The secret is to be aware of how borrowing fits in to your entire financial situation – be sure to use it as a tool, instead of a crutch.
Need Help? Choose a CFP Professional
I participate in ongoing professional education, and, I follow a strict code of professional ethics and standards of practice.
Give Yourself a Financial Check-Up
As life events occur, we handle them accordingly and go back to our lives. Often, we do the same with our finances.
Wills and Trusts Primer
First, let’s go over what exactly a will is, what happens with it after you die, and why, yes, you do need one.
Life Insurance Primer
The necessity for life insurance varies from family to family, but there are some general truths to guide your decision.
Back to School: Kids, Debit and Credit Cards
The end of summer means lots of changes going on and lots of opportunities to talk to the kids about money, spending and saving.
Have “The Talk” with Your Parents?
Once you have organized your own Life Plan, it may be clearer to you than ever that your parents need to do the same.
Feeling the End of Year Rush for Charitable Contributions?
The last month of the year is when charitable organizations ramp-up their requests for donations.
8 (easy but powerful) Things To Do Before Year-End
There are several items that have a year-end deadline that you’ll want to make sure you take care of before December 31.
Do We Sound Like a Good Fit?
If you are interested in our services and would like to get to know us, we would love to hear from you. Click the button below to schedule a quick 20 minute phone call where we can get to know one another and we can answer any questions about our process and services.