... the place for "Financial Life Planning"

What's that? Comprehensive Planning or Specific tasks...

- Financial Planning - 

Cash flow based analysis... making goals specific, clearer and more actionable, like: ..."relationship" planning, insurance needs, buying a home,  education saving, estate planning and retirement.

- Investment Advice -

One time or, "As Needed" perhaps a "Second Opinion",
portfolio review, consisting of a systematic professional 
investment review, dialog and written evaluation of your portfolios with "no conflict" recommendations based on your goals, focused on diversification, tax efficiency and performance.

- Fees -

These services are "Fee only"... hourly rates or flat fee.  Free written estimates.

Member, Garrett Planning Network*, 
a network of fee only advisors that share ideas and knowledge.

How do we start?
Call or e-mail, to schedule a meeting.
Complimentary "Get to know one another meeting".
Find out if Family Investment Planning, might be the place for you!
Thank you for visiting