Our Services
Financial Literacy
Whether it’s credit card debt or investments, you’ll leave knowing exactly how your interest rates are helping or hurting you.
There are three very basic but little known rules that are impacting your money. We’ll cover them in easy to understand language and use your numbers to give you a crystal clear picture of where your purse has holes.
Retirement Planning
Retirement may seem a long way off, but it’s closer than you think.
My wealth building strategies use time to multiply your money. You’ll leave understanding why you want to start investing in your future now, why waiting too long to fund your retirement makes it unattainable and how it leaves you clocking in much longer than you want to be.
College Funding
College gets more expensive every year. I’ll help you plan your children’s future education in a way that also helps you stay eligible for federal financial aid.
Unlike other college saving plans, should your child decide college is not in alignment with their future, the money that has been growing tax free will remain tax free when you use it for something other than a college education.
Minimizing Tax Liabilities
Minimizing your tax bill with smart strategies will leave more money in your purse and optimize your wealth building accounts.
There’s no reason, outside of not knowing, to pay more taxes than the IRS demands. I’ll go over in simple language what the tax codes are that allow you to take advantage of my favorite wealth building strategy and how they enhance the likelihood of attaining all of your financial goals.
Asset Protection
Know that whatever challenges come your way, you’ll never have to sacrifice your health because you lack money.
It just takes one big medical episode to wipe out most women’s savings accounts. If you aren’t able to work for an extended amount of time the one thing you should be focusing on is your health, not how to pay for your medical expenses.
Legacy Building
Making sure your family isn’t financially devastated when you are no longer here to provide.
Many people believe they have enough assets to gift their children when they leave this earth but the truth is most people don’t. Furthermore, if it’s not liquid these assets bring on more stress than you may imagine. You’ll leave our meeting understanding the proper amount needed to replace your income and fund the things you want taken care of.