NOTE: Examples are fictitious and are merely representations of the types of clients we could work with.
Tom runs a consulting practice and is putting in sixty plus hours week. With so much time prospecting for business and operating the business, Tom feels overwhelmed. Is he doing the right things in his business from a tax and operational perspective? Why hasn't he saved more for retirement and what are his options as a business owner?
The Clark's have done well financially but Mike & Stephanie would like more time with their daughter Emma. Mike is looking at turning his rental property side hustle into a full time endeavor but fears the reduction in income for the family if he gives up hist 9-5. How do they handle the temporary cut in income? Has Mike looked at revising the family's financial plan as a result of this life change?
Natalie is a young doctor who just completed residency and now finds herself thrust into a fast paced environment with very little time for her personal finances. What does she do regarding her student loans? How much should she put away for retirement? Does she have enough disability insurance to protect her most important asset which is her income?
Mary and John, both successful in their respective corporate positions, just got married. The couple is looking to have a child soon and would also like to purchase their first home. What type of guidance do they need to help in the biggest buying decision of their lives? Do they have a risk plan in place with a mortgage payment and a child to consider?