Mountain Lake

Helping People Work Through Significant Financial Issues

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

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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.

Your assistance with the unexpected events of life, the random challenging things like car accidents, and car purchases are incredibly valuable to us. It’s actually immeasurable and quite essential. 

Ed B.

Reviews

Wow. I am impressed. You have a good team. These are good people. I am impressed they took the time to look into my situation. If I had only my circle of friends look at this, I would only have a tax-biased person and a real estate-biased person, so I really appreciate the variety and diversification.

Dave L.

This is such a weight off me because I was up at night worrying. ​You relieved a lot of stress for me in general!​

Rebecca T.

Ready To Get Started?

About Us

We help people who are struggling with a Significant Financial Issue -- either a positive opportunity or a negative event.

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