Financial Planning

EMPOWERMENT PLANNING

My passion is to help people take all of the pieces that make up a financial profile and help organize all of those pieces into a cohesive strategy, a road map if you will.

A road designed to avoid potentially devastating pitfalls such as; health care costs, unexpected life changes, protection from unforeseen catastrophe, market events, inflation, and more.

Define your future and we design the road to get you there.

That is Empowerment Planning


Comprehensive financial plans include:

  • Net Worth
  • Cash Flow
  • Budget analysis
  • Income Tax analysis (detailed)
  • Loan amortization(s)
  • Asset Allocation analysis
  • Social Security analysis
  • Retirement analysis (detailed)
  • Medicare health care costs
  • Disability, Survivorship & Long Term Care Analysis (detailed)
  • Estate transfer
  • Property & Casualty
  • Recommendations and options for reaching stated goals

​​​​Examples of planning options which may be included on request:

  • Education Funding Analysis
  • Retirement relocation
  • Dream vacation
  • Job transition
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Basic Retirement plans include:

  • Net Worth
  • Cash Flow
  • Income Tax analysis (summary)
  • Asset Allocation analysis
  • Social Security analysis
  • Retirement Analysis (detailed)
  • Medicare health care costs
  • Disability, Survivorship & Long Term Care analysis (summary)
  • Recommendations and options for reaching stated goals

Situational plans may include following examples:

  • Relocation analysis
  • Education Funding analysis
  • Job benefit analysis
  • Combining marital finances for newlyweds
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