Debt Reduction

Debt can sneak up on us in a way that is shocking! Credit cards, student loans, auto loans, can all leave you with very little to live on. Develop a plan to pay down your debt and build your net worth.

Tracking Cash Flow and Asset Management

Financial planners have access to some of the most cutting-edge technology available for tracking your cash flow and seeing your total financial picture. You very likely have assets and accounts in a wide variety of places. With technology we can see the value of those assets in one place. A small percentage of people keep track of spending with spreadsheets, but most of us are so busy we need a more efficient solution.

Tax Planning

Tax planning is much more than just trying to reduce this year’s taxes. Good tax management means looking at your long-term tax picture for you, your spouse, and even your heirs in ways that reflect your priorities and concerns.

Charitable Giving

There are a number of ways to magnify the impact of your charitable giving. Donor-advised funds, qualified charitable distributions, and charitable trusts, are all ways to get a tax benefit from giving that leaves more money for your goals and values.