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Services

Our fee-only services include:

  • Goal Setting
  • Risk Measurement, Analysis and Review
  • Personal Portfolio Analysis
  • Investment Management
  • Asset Protection Planning
  • Income and Cash Flow Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Hourly Consulting
  • Women’s Issues
  • Financial Counseling, Education and Coaching

 
We limit the number of clients of the firm so we can deliver the level of service we are committed to provide.

Our Hallmark

Getting clients to know their true goals – to describe them and prioritize them and discuss them at length-is one of our hallmarks. We have found that our clients’ goals are never about having a certain amount of money. The goals instead are centered around quality of life, involving more meaningful and more frequent time with family and friends, world travel, giving back to the community, improving health and longevity, etc. We are skilled at helping couples express what’s most important for each of them right now, to hear each others’ money or family fears, and then find ways to reach their goals, step by step.