Working with your estate planning attorneys: Collaborating with your estate planning attorneys to align your financial plan with your estate plan, protect assets, and ensure a seamless wealth transfer
Rental property analysis: Evaluating the investment's potential return, tax implications, cash flow, and how it fits into your overall financial plan
Cash flow strategy: Making sure your highest priority goals are funded first, discuss trade offs, understanding where your money is going every month.
Debt Management: Eliminating bad debt from the balance sheet. Stop paying for past purchases so we can fund future goals
Insurance and workplace benefits review: Ensuring that you and your family are adequately covered and making the most of your employer benefits.
Investment optimization: Constructing a plan that considers the goals you are investing for, the time horizon for those goals, and the risk you are willing to take to get there
Charitable Giving and Impact Strategy: Maximize the impact of your giving with smart, tax-efficient giving strategies that align with your values and long-term goals
Small Business Planning: Proactive tax and retirement planning to help you get the most out of your business
Equity Comp Strategy: Making the most of your equity compensation while considering diversification and taxes
Health and Longevity Planning: Estimating future healthcare costs and incorporating them into financial plans
Retirement Planning: Making sure you are on track for the retirement lifestyle you want to live
College Planning: Setting expectations for the cost of college when your kids will be ready to attend and how to invest during this time to hit your college savings goals
Life events: Navigating everything that life has to throw at you
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