Financial Planning

I work with my clients to build and implement a holistic and effective financial plan that considers and coordinates every aspect of their financial life, including investments, taxes, retirement, eldercare, legacy, debt, and insurance.

Available services include:

• Conduct financial wellness reviews
• Develop goals-based and cash-flow-based plans
• Calculate when clients can afford to retire
• Optimize Social Security claiming strategies
• Develop and implement retirement income plans
• Conduct prolonged bear market stress-testing
• Create consolidated net worth statements
• Identify cash and liquidity needs
• Perform education funding requirements
• Provide secure online document vault
• Identify securities-backed lending solutions
• Analyze reverse mortgage options
• Conduct Monte Carlo simulations to predict the probability of a particular outcome
• Identify and incorporate health care costs into financial plans 
• Review employer benefits
• Analyze real estate holdings