Life’s major milestones have a way of directly impacting your finances. We can help before, during and after any of these life changes to potentially lessen the impact. Wrestling with any of these questions? If so, we can help!
How should I tackle my student debt?
Should I sell or rent my condo?
What items should I consider when I purchase my first home?
How much should I put in my 401(k)?
What investments should I choose within my 401(k)?
Should I rent or buy a home?
College saving strategies
How do I prioritize saving towards my emergency fund vs. 401(k) vs. paying down debt?
Where do I currently stand financially?
Help me get my arms around my cash flow and budget
How to optimize stock options
How to minimize taxes
How to coordinate investment accounts across your household
Am I invested in the appropriate investment vehicles?