Frequently Asked Questions-Financial planning process

Financial planning can mean anything from managing your money to paying off debt whether it be student loans or credit cards, to basic investment information, to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!

For clients who do not currently have enough assets to go under the AUM Model but would like to get sound financial advice in order to achieve financial goals and achieve financial stability.  Typically AUM clients have $250,000 in cash or investible asseets that need to be managed.

There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, or budget. Your goals decide which approach is right for you.

Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, and estate planning.