Maybe you are seeking to meet with an independent, objective financial advisor to help you address these types of questions
How should we prioritize saving for our goals?
How much should I be putting towards student loans versus savings?
How do I reduce my taxes?
What employer benefits should I choose?
How much should we be saving for retirement and where are the best places to save most tax efficiently?
What is the best investment strategy for me?
Do I have enough in my emergency fund?
What’s the best type of college savings account I should choose?
Or perhaps you are having thoughts or feelings like these
I am seeking validation of my financial decisions and guidance to make sure I am making the right ones
I wonder how to best allocate my money towards savings, debt, and spending
Are there any blind spots I should be thinking about regarding my finances?
I enjoy managing my money but want to get a second opinion to make sure I am optimizing everything to the fullest
I want objective advice; not a sales pitch for an insurance product or someone trying to convince me to turn over my portfolio to them to manage
I know I can do better, but something just keeps getting in the way of fulfilling my financial vision
I feel like I have too much information and too little time
Or maybe you have recently or are about to experience a big life change and want a second opinion
We recently got married and want to know the best way about merging our finances
We are having a child and want to best prepare for that
I’m getting close to retiring and want to know where I stand and what strategies I should be considering
I’ve recently gotten a promotion and want to optimize my new cash flow
We’d like to move from a dual income household to one
We want to know how much home we can afford
If any of this resonates with you, we are happy you are here and would love to meet you.