Financial Planning

There are few financial decisions that donu2019t affect other aspect of oneu2019s financial life. Whether it be deciding how to fund that renovation you have always wanted, choosing to refinance a mortgage or paying off debt, each decision can have unintended consequences. As your trusted advisor we aim to become a resource for all your financial questions. Though our financial planning process we strive to understand the WHY. Once we understand why, we can focus on the how. During our in depth planning meetings, we often create strategies around special needs funding, charitable gifting, business divestiture and long term care.