Personal financial planning
Our financial plans are designed to give you clarity about:
- Cash flow planning: understanding and directing your spending patterns
- Estate planning guidance: easing the burden on loved ones through marriage, the birth of a child, divorce, or death
- Risk management: making sure you and your assets are protected (we do not sell insurance products)
- Employee benefits: choosing the right retirement plan if you're self-employed, or the right elections within your employer's benefits
- Investments: diversification for risk management, low costs, and minimal tax drag
Want to see what a plan looks like? Watch this example of a financial plan we created for a prospective client.
Tax consulting for individuals and businesses
Tax consulting is available on a stand-alone basis. That can include reviewing your tax returns and recommending strategies to potentially lower your tax bill. We don't provide tax compliance services such as preparing returns, but we're glad to refer you to a qualified tax professional.
Business consulting
Business consulting suits owners who need help managing the financial side of their companies. We can serve as an outsourced Chief Financial Officer (CFO), or as an outsourced financial planner to other investment advisers. We don't provide attestation services; we can refer you to a licensed CPA firm for compilation, review, audit, or agreed-upon procedures.