We also provide other financial planning services, goal setting, cash management and insurance reviews.
A good financial plan will help you get to where you want to go, but you need to know where you want to go before the planning starts. We help you think about your goals with in-depth conversations about what retirement looks like to you, what you want for your family, community, or charity, as well as other important life goals.
Do you know where you money goes each month? We can help you find out and then make sure your money is helping you reach your goals.
Your home is probably your single largest investment and your mortgage is probably your single largest debt. We advise about getting the right-size home for your income, the right-size mortgage to fit your cash flow and refinancing options to lower your monthly payments.