WHAT WE DO:
We help people who are struggling with a Significant Financial Issue -- either a positive opportunity or a negative event.
Our 1-hour session provides a break-through of clarity and a clear path forward.
Most Common Significant Financial Issues:
☆ Achieving Financial Independence
☆ Receiving an Inheritance
☆ Updating Will or Trust
☆ Purchase/Sale of Property
☆ Reducing Taxes
☆ Optimizing Company Stock Options
☆ Spouses with Different Financial Perspectives
☆ Stewardship/Giving Goals
WHAT MAKES US DIFFERENT
We're the only firm in town who specializes in helping people work through Significant Financial Issues. Our process is brief, focused, and positive, providing a breakthrough of clarity in 1-hour.