Financial

Making sense of it all

Your financial well-being is the most critical area in which we can assist you. As your fiduciary, with your best interests at heart, we can help with:

• Reviewing bills and credit card debt
• Reviewing long-term loans, including mortgages
• Pulling your credit report​; working with creditors, if necessary
• Changing joint billings to single billings
• Reviewing automatic payments
• Assisting with online banking settings
• Contacting your spouse’s employer re compensation and retirement programs
• Updating your checking and savings account ownership
• Updating your investment account(s) ownership
• Updating your investment account(s) beneficiaries
• Analyzing your expenses and cash flow; cash flow projection, if necessary
• Reviewing your emergency fund
• Creating or updating a budget
• Reviewing your investment asset allocations
• Consolidating investment accounts, if necessary
• Reviewing education funding and sources of education funding

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Note: There is no charge for our services.