Services

By bringing me onboard, I can coach and advise the whole family including children and grandchildren and even parents and grandparents.  For the younger generation, this means lots of coaching sessions on creating good money habits and topics like budgeting, what should I sign up for at work, how to best save for retirement, insurance coverage (auto, home, life, etc.), buying versus leasing (homes and cars), etc.  For the older generation, common topics include protecting mom and dad’s assets, how to best pay for long-term care services, simplifying the estate, avoiding probate, trust services, etc. 

If you’re like me, you love it when you don’t have to stand in line for something. Or you can call someone who’ll “take care of it.”  That’s me.  Examples include getting tax documents to your CPA, housing all your important documents (wills, trusts, tax returns, policy documents, etc.), and finding and filling all forms and paperwork for you.  When possible, I’ll take care of it.

For all my families, there comes a time when they cross the line from “how do we best build wealth?” to “how to we smartly transfer that wealth?”  Topics include probate avoidance, revocable (and irrevocable) trusts, wills, power of attorney documents, Roth conversions, and more.

I’ve been networking with a purpose for about 20 years now.  And that purpose is saving my clients the time and hassle of finding someone.  I have referred the following to my families over the years: CPAs, attorneys, group insurance agents, personal- and commercial lines agents, database consultant, 401(k) providers, TPAs, payroll providers, budget coaches, and more.