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Do you ask yourself these questions?
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How can I take back control of my finances?
I can’t afford to retire yet, but I need to make a job change. What are my options?
How much is enough to save for college or retirement?
Our family is growing. Have we covered all of our bases?
Can my investments match my social values without sacrificing my financial goals??
Do I leave my 401(k) plan with my previous employer, roll it into my new employer’s plan, or roll it over to an IRA?
What should I do with my inheritance?
Now that I’m retiring, how can I make my money last?
How much house can I safely afford?
What financial issues do we need to address now that my partner and I are going to move in together?
What is the best way for us to save for our child’s education?
It's a web - where do I start?
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It can feel like a web because the areas of your financial life are interdependent. Making a good decision in one area involves taking a look at or making decisions in other areas. And most likely one question will lead to another. But it doesn't have to be overwhelming or confusing. Taking an integrated approach to address your issues involves clarifying the impact one area will have on another. The end result: making informed decisions about the path through the trees with the advantage of a birds-eye view of the forest.
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Do you work with people like me?
My clients are motivated and ready to take action, and have financial issues within at least one of my areas of technical expertise:
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“Everyday issues” as related to life: job, relationship, family, newly divorced or widowed, inheritance, newly retired or ready to make a transition
Special planning issues related to unmarried couples
Socially responsible investments
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I do not provide advice in these areas:
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Planning for someone with special needs
Transitioning into a CCRC or elder care issues
Special planning issues for business owners
Limited partnerships
Tax shelters
Stock options
Can I afford it? >>
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