PERSONAL FINANCIAL MANAGEMENT
The number one source of disharmony in marital relationships is money. We believe that a dedicated approach to personal money matters produces benefits far beyond the dollars involved. Our work focuses on addressing each person’s individual style of money management, and incorporating a financial plan that allows for compatibility and open communication around all money issues.
We develop personal budgeting programs. We create long-range savings and investment plans for funding retirement, educational needs and emergency reserves. We also conduct a thorough analysis of personal debt. We provide a cost/coverage adequacy evaluation for all personal insurance needs. We coordinate an integrated tax efficiency program in conjunction with each client’s personal tax advisor. And we facilitate estate plan reviews and revisions along side each client’s estate planning attorney.