Too many people make the mistake of thinking their investments are the only place they are taking risk in their financial lives. We are experts at showing you how to transfer, minimize and avoid meaningful risks, which enables you to achieve the goals that are most important to you.
We offer to advise on 529 plans for clients at no additional cost (because it’s hard enough to pay for college).
Because we are Profit First Certified Professionals, we create cash flow plans based on the Profit First methodology. Our plans give you the ability to allocate your money to savings, overhead, and short and long term goals automatically each paycheck or pay period. This includes, “paying yourself first” while allocating your money where it needs to be in order to achieve your goals. In our experience, anyone can create a budget, but no one – including us – enjoys following a budget! Automation plans are an alternative that can create more success around your finances.
There is no obligation to work with us – this is simply starting a conversation.