Basic Plan
Summarize your net worth, cash flow, insurance, and estate documents for clarity and organization.
Major Purchases
Guidance on how major purchases or lifestyle changes can fit within your financial goals.
Liquidation Strategies
Navigating the nuances of employee/founder stock plans in a tax-efficient manner.
Retirement Planning
Projecting your retirement income and savings strategies.
Education Planning
Education cost projection and funding strategies.
Protection Planning
Analyze your coverage of life insurance, disability income, and long-term care to determine if you are under or over-insured.
Related Blogs
Market Outlook: Is Positive Investor Sentiment Actually A Bad Sign?
by KENT SHAW, CFA There has been lots of chirping in the financial press in recent weeks about positive investor sentiment in the market being an indicator of bad things ahead. Let’s take a look at this idea with some … Read More
Strategic Asset Allocation: The Big Picture
When thinking about investing, we often think about sector allocation, security selection, growth vs. value and such. But there is an important over-arching question that many believe to be the most determinant factor in ultimate results… that factor is … Read More
Interest Rates: Navigating Financial Physics With a Longer-Term View
by CHRISTINE R. QUILLIAN, CFA, CFP® Finance 101 teaches us that higher interest rates (borrowing costs) should result in lower stock prices. Loftier yields are viewed as a double headwind for stocks: first, higher financing costs hurt earnings by … Read More
