Happier days and more restful nights…right now, not some distant wishful month or year
Maybe you’ve been feeling you would sleep a lot better at night if you had some solid answers and plans in place.
Perhaps you have done some planning in the past, but significant life changes have happened and you need new information and ways to provide flexibility, protection, and peace of mind.
Or, just when you think things are going along pretty smoothly, a critical situation comes up that you need to deal with right now.
Wherever you may be today, here’s a sample of the areas we can discuss to increase your sense of security, better leverage your money resources, and achieve success with your chosen goals:
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- Financial savvy and knowledge
- Spending and saving (Priorities Planning)
- How do I manage now that I’m widowed, divorced, or had other significant family changes?
- How can we have more meaningful conversations about financial priorities, meeting multiple financial needs, and feeling confident we’re on the same ‘wavelength’ with our plans?
- What does my overall financial picture really look like – and am I on the right track for what I need?
- How do I begin my financial life for the healthy future and lifestyle I want?
- What kind of income will I need to retire part-time? Full-time? To start a new venture?
- What’s the whole picture on ‘should do’ strategies that I see being recommended on the news and in magazines?
- How do I save for rainy day comfort and sunny day opportunities?
- How do I figure out prudent priorities and plans for the inheritance I received?
- How can I help my own parents with their retirement, health, and lifestyle challenges (for their benefit and family peace of mind)?
- Risk management and asset protection (insurance reviews, trust options, and how to get the value you need at a fair price)
- Elder care and estate planning options (for yourself, partner, family members, and others)
- Gifting to children, family members, and charitable organizations
- Are my retirement and investment accounts truly working to meet my needs? And how do I read/understand all those statements to make sure?
- How (and why) to track and maximize your credit score
- How can I best plan to integrate Social Security with my other retirement income?
- How can I minimize the chances for financial fraud, scams, and abuse?
- Smart leveraging of debt*
- Understanding what legal documents are important for you, how to have thoughtful family discussions, and other vital questions to ask yourself
- Career asset management (one of your most important assets)
- Coordination and referrals to other professionals’ services (including investment management, insurance solutions, accounting services, elder care, legal services, and many more)
*Please note that I do not offer debt consolidation or elimination services. I focus on planning to prevent the accumulation of excess debt in the first place or may work with you to rearrange your budget to pay down your liabilities as incurred.*
Check out the FAQ page for more information on fees and working together.
Click here to read: Financial Planning Mutual Commitment.
