Did you know? Financial stress is the #1 issue amongst couples and it expands across all income ranges and age.Money is one of the top two reasons for divorce, and it is one of the top sources of stress. I saw divorce and stress from both sides when I was growing up, and it drives me to help people have a healthy and productive relationship with their finances. We created a proprietary process for reducing the anxiety and achieving goals.
Very simply, we help couples nearing retirement, who are concerned with outliving their savings. We lead, guide and engage them to make better financial decisions by reducing the stress they have around money.
Build Your Legacy TogetherCreating your legacy does not happen overnight, and it doesn’t come without a strategy and hard work.
Goals-Based PlanningGoals-Based PlanningNot a "One-size fits all" approach.
Nothing is more custom to you than your goals. We craft a goal-specific plan for each client, and help them implement from savings strategy to goal-appropriate investment strategy.
Developing your Financial LiteracyDeveloping your Financial LiteracyIt has been said that knowledge is power, and if that’s true, then too many Americans lack the power to control their financial futures. Success rarely comes accidentally; it is the culmination of a journey whose first steps are in education.
Are you on track?Are you on track?What is your current cash flow? Is your money going in the direction you want? Login to your eMoney account to find out where you stand on your goals!