Many of our younger clients come to us with concerns like:

  • I want to be good with my money, but I don’t even know where to start.
  • I know I need an advisor, but everyone says they are an advisor.  Who is real?  Who can I trust?
  • I thought I would marry someone who knew about money, and not have to worry about it.
  • Is it really worth doing all this for just me when I don’t have a family yet?
  • I don’t like stocks and I don’t understand them… so it is safer to stay away from it, right?
  • I don’t have time to do it all myself,
  • I feel like I have already failed. Is it already too late?
  • I never learned anything about money except it was scary.

Here are some common topics that we talk to people, and small groups about.

Private Meeting TopicsFinancial Literacy TopicsPresentation Topics
Transition Planning (Moving, Divorce, Death)Goal SettingEducation Planning
Insurance Planning & Needs Analysis (Disability,
Long term Care, Health Care; Insurance & Cost Management)
Financial Statements
& Net Worth
Student Loan Debt Managenment
Estate Planning (Multi Generational, Gift, Transfer)Cash Flow Management
Gen X, Y, & Z Planning
Investment Planning, Portfolio Analysis,
& Asset Allocation
Investment ConceptsFemale Friendly Finance
Tax Planning (AMT Analysis, Income Tax Reduction, Sales)Employee BenefitsConflicts of Interest and being a Fiduciary
Retirement Planning (OASDI, Qualified Plans, Non-Qualified, Taxable)Risk ToleranceValues Based Life Planning
Risk Management Planning (Asset Protection)Financing Strategies