Are You Ready To Plan?

We often hear from people, "I know I need to do something different with my money.

What's the next step?".


You probably know your pressing financial issues that need to be addressed. If you don't, scroll down to see the major topics addressed in the planning process.


We start with the topics and questions important to you. Think about what keeps you up at night.


Personal finances are personal. We want to build a plan specific to you. Below are some of the more common questions we get.


At the bottom of this page, you can fill out a short form to set up a call with us to see if we are a good fit.

Get Started Below

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Goal Setting & Accountability

  • Why do I keep not reaching my financial goals?
  • Should I buy a home or should I continue to rent?
  • How do I align my values and my financial goals?
  • Where do I want to be in 5, 10, 20 years financially?

Debt Reduction

  • Should I pay my mortgage down now?
  • What kind of loan should I get when I purchase a home?
  • How should I manage my student debt?
  • What’s the best way to get out of debt?

Retirement Planning

  • Am I saving enough in my 401k or 403b?
  • How can I take advantage of my employer match?
  • Should I open a Roth or Traditional IRA?
  • How much money do I need saved to be able to retire?

Employee Benefit Consulting

  • Where can I get help to better understand my employee benefits?
  • Which health insurance option should I pick?
  • What are the best benefits on my plan that I need to select?

Big Purchase Planning

  • Can I afford a brand new car? Should I buy or lease?
  • If I buy a home, what else should I be planning on buying?
  • Will this purchase fit in with my ideal life?
  • Can I afford to start a business?

Investment Planning & Management

  • Should I invest in a mutual fund or ETF?
  • Should I invest in a 529 plan for my child’s college?
  • Am I taking too much risk with my investments?
  • What does diversification really mean?

Spending and Budgeting

  • How much am I spending each month?
  • Where does all my money go?
  • Am I spending too much to reach my goals?
  • How do I manage my spending?

Tax Planning

  • I am selling my home, how much in taxes will I owe?
  • How does my student loans impact my taxes?
  • How many exemptions should I file on my W-4?
  • How can I reduce my taxes?

Insurance Planning

  • Do I need insurance?
  • Should I get a term or whole life insurance policy?
  • Do I have enough disability insurance?
  • Am I properly covered on my auto/home/business insurance?

Estate & Legacy Planning

  • If I pass-away tomorrow, will my family be ok?
  • Will what I have saved pass on to my beneficiaries?
  • Do I need a will and a trust? 
  • How do I leave a legacy?