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

☆ Divorce

☆ 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.