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
Optimizing Company Stock Options
Spouses with Different Financial Perspectives
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.
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.
This is such a weight off me because I was up at night worrying. You relieved a lot of stress for me in general!