We believe everyone deserves professional, experienced financial guidance.
Individuals, couples and today’s blended, modern families have different goals and aspirations, which bring unique challenges and concerns.
Maybe you have a child who wants to go to college. But you’re living paycheck to paycheck, setting some money aside without a real plan.
The LGBTQ+ community is historically underserved, especially when it comes to financial planning. We believe everyone deserves professional, experienced financial guidance. Whether you’re part of the “silent generation” or a millennial, cis male or cis female, transgendered or pansexual, orange or purple, we embrace diversity and are inclusive.
Financial planning should be customized because individuals, couples and today’s blended, modern families have different goals and aspirations, which bring unique challenges and concerns.
Even though it is now legal to get married, does it make sense financially for you and your partner to get married? Combining your assets (and debts) in a new relationship takes some work. What are some benefits? What are some potential disadvantages? Things like taxes, Social Security benefits, pension benefits, various insurance solutions, disability benefits, health insurance, etc. can all be impacted by marriage … and not all may have positive outcomes. It depends on your situation. That is why a prudent financial plan is flexible and should be monitored and updated as life events unfold.
By exploring your situation together and mapping a path to follow, you’ll feel more confident about your budgeting, investments and life planning.
This is why we are here. We are your life planning partners. Reach out to me today, and let’s schedule a time to talk along with your spouse or partner. Plus, I’ll send you my free Financial Planning FAQ!
Why do I do what I do? Learn more about me.
Years of experience have prepared us to guide you through your life transitions.
We take a very personal approach to helping you plan your future.