​Our financial planning process is fluid and adapts as your life changes.  It begins with an in depth review of where you are in life, your current and long term objectives, and a thorough analysis of your finances.  We discuss the variables, what can change and what might not change.  Most importantly, what it means to you and your family.  The areas we consider include
  • Liquidity
  • Cash Flow
  • Income Needs
  • Expenses
  • ​Debt
  • Real Estate
  • Insurance
  • Elder Care
  • Tax Planning
  • Charitable Giving
  • ​Divorce Settlements
  • Investments
  • Asset Allocation
  • Risk Appetite
  • Growth Expectations
  • Inflation Protection
  • Retirement Planning
  • College Planning, 529 Plans
  • Deferred Compensation
  • Stock Options
  • Estate Planning
Schedule a complimentary and confidential consultation with Jenifer to discuss your situation.