These are some of the important questions clients initially ask us. We craft customized advice to answer them. We tailor the advice & recommendations to your personal situation, your values & priorities so you can make important financial decisions with confidence. Once the decisions are made, we help you implement the advice to accomplish your objectives.

  • When can I stop working?  How much wealth should I have to make it happen?
  • Am I taking too much risk (or too little) with my investments? 
  • Do I have enough money to not "outlive" what I've accumulated? Is it invested properly?
  • What investments are best for my needs?
  • How can I strike a balance between preparing for a comfortable future & having a great today too?
  • Can I buy a ___ & still have enough money to maintain my lifestyle & reach my retirement/other goals?
  • What investments in my employer's retirement savings plan should I use? 
  • What's the best type of retirement savings plan for my business & tax reduction goals? 
  • How much money do I need to save/invest right now? Can I save less than I currently do?
  • Should I take Social Security benefits early or wait? 
  • How can I best provide for a child's education? 
  • How can I safeguard my loved ones financially if I die or become disabled? 
  • Should I be in/out of the stock market?  What do you think the stock market will do?
  • Do I have enough insurance (or too much) and the right kind? 
  • How can I reduce & manage debt better? 
  • What estate planning is necessary to maximize financial well being for myself & my survivors?
  • Besides a will, do I need a trust or other estate planning documents?
  • Is there a way to know where I stand, at any point in time, in reaching my financial goals?