Services
Our financial coaching covers six key areas of personal finance — all tailored to your personal situation
Wealth Building & Investment Management
- Better Money Management: Practical strategies to increase your savings, reduce unnecessary spending, and build a strong emergency fund
- Smart Investment Planning: Creating personalized investment plans based on your comfort with risk and your financial goals
- Growing Your Net Worth: Clear approaches to increase your overall wealth over time through diversified investments and strategic planning
Debt & Liability Management
- Get Out of Debt Faster: Analysis of your current debt and creation of a clear, step-by-step plan to reduce what you owe
- Home & Education Loan Solutions: Practical advice on managing mortgage and student loans, including refinancing options and special repayment strategies
- Boost Your Credit Score: Simple techniques to improve your credit score, negotiate lower interest rates, and determine if consolidating debts makes sense for you
Tax Optimization
- Keep More of What You Earn: Straightforward strategies to reduce your current taxes through available deductions and credits
- Tax-Smart Investing: Practical approaches to minimize taxes on your investments and make the most of tax-advantaged accounts
- Lifetime Tax Planning: Forward-thinking tax strategies for retirement withdrawals and special life situations to reduce your taxes over your lifetime
Future Security Planning
- Retirement Peace of Mind: Clear planning for your retirement needs with actionable steps to ensure you'll have enough income for life
- Maximizing Social Security: Practical guidance on when and how to claim Social Security to get the most benefits possible
- Planning for Life Changes: Straightforward strategies for college savings, career transitions, relocations, and preparing for long-term care needs
Estate & Legacy Planning
- Protecting What Matters: Clear guidance on wills, trusts, and making sure your assets go to the right people when you're gone
- Passing On Your Values: Help with defining your legacy goals and preparing your family members to handle money responsibly
- Giving Back & Digital Assets: Practical advice on charitable giving and making sure your online accounts and digital property are properly handled
Risk Management & Protection
- Protecting Your Family's Future: Plain-language review of life and disability insurance to ensure your loved ones are financially secure no matter what happens
- Safeguarding Your Property: Simple assessment of your home, auto, and liability insurance to make sure you're properly protected
- Healthcare & Identity Security: Practical guidance on managing healthcare costs, planning for Medicare, exploring long-term care options, and keeping your personal information safe