Financial planning is an ongoing process involving goal setting, cash flow, risk management, tax planning, retirement planning, investments, estate planning and more.
We only receive compensation from clients. We do not sell any products or engage in referrals that provide commissions or other compensation.
Our goal is to provide clients with value from financial planning that exceeds the fees paid. If at any time you no longer feel that the services are providing enough value, please contact us to cancel future services or request a refund. We will happily provide a refund to clients that do not perceive value.
See your full financial picture and make better decisions about what really matters. Asset-Map is a tool that allows us to visualize your complete financial inventory on one page and inform progress toward goals.
With intuitive mind map-like diagramming, you can see and understand your finances like never before and as a result, make better decisions about your financial future.
Asset-Map uses estimates and minimal personal information, so it only takes about 10 minutes to complete. Start yours here.
Once complete, schedule a meeting to review it.
We put together a guide with 80+ links to curated resources on topics that REALTORS® need trustworthy information about – retirement, taxes, education, estate planning, insurance, cash flow, and much more.