Financial Planning

What keeps you awake at night?

• Will I have enough?
• How much will I have?
• When can I retire?
• Will I outlive my assets?
• Will my family be taken care of?
• How much can I spend?
• How much can I gift?
• What is the best way to fund college expenses for our children or grandchildren?
• Who will take over the family business?
• What strategy is best for my stock options?
• Am I taking too much risk with my assets?
• Can I achieve my goals with my assets?
• What am I missing?

We start with getting to know each client’s current financial situation and goals, short- and long-term.  Really listen to the client.  Prioritize their key goals.  Build a Family Financial Model. Develop a plan.  Measure progress and make course corrections.

• Frank recently passed away and now, as a 71-year old widow, Mary was faced with a multitude of financial tasks that were previously handled by Frank.  The last time Mary was on her own the Dodgers were still in Brooklyn.  Read More