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

Back to ServicesVisit About