Special Situation Planning
Here are a few examples of some of the life stages and decisions I address with my clients:
Small Business Planning
Support in getting your small business organized and off the ground – analyzing revenue and expense models, creating compensation packages or simply staying on track from year to year. Our approach and agenda is tailored to your needs and goals. Whatever your business, we can help you lay the groundwork for success.
Independent Review of Portfolio
Whether self-managed or managed by other advisors – Analysis of your current portfolio that will help you make necessary changes or give you the confidence that you are on track.
Financial Analysis of Real Property Investments
An in-depth look at your real estate investments and how they contribute to your overall financial picture.
Estate Distributions
Advising executors and heirs on strategies that will maximize the benefit for all heirs, including funding choices for testamentary trusts.
Special Needs Planning
To help you identify ways to best take care of your loved ones with special needs.
Elder Care Needs
Helping you balance your needs with taking care of the elders in your life.
Compensation Analysis or Comparisons when Changing Jobs
A thorough look at your opportunities, weighing many important factors, not just salary.
Financial Strategies for Transitioning between Careers
Helping you pave the way to a new career while taking care of your financial well-being.