Financial Planning and Investment Management

We work together on an ongoing basis to provide proactive financial planning advice and investment management.

This service is designed for people who are about to lose a significant other, recently widowed, want to turn over some of the responsibilities of being a power of attorney, or anybody else looking for more guidance in their financial life.

Hourly Financial Planning

We work together to answer your questions at an hourly rate of $300 an hour.

We could do a full financial plan, investment portfolio analysis, or anything else on top of your mind.