Resources
Make informed financial decisions with the help of our complimentary resources.
Fact Finder Information Packet
Take control of your finances. Our financial planning Fact Finder will be like a personal assistant guiding you through gathering vital information, including income and expenses, real estate ownership, assets and more. Let us help you achieve your financial goals.
Our Financial Planning Process
Planning ahead is key. The three stages of our financial planning process are designed so that you can find what is most beneficial for you. As your needs and relationships evolve throughout different life stages, our easy-to-follow process will provide practical steps on how to manage it all!
Our Financial Planning Process for an Empowering Divorce
Get the support you deserve. Our Empowered Divorce financial planning process will help you create a plan that sets your feet on the right path forward. We know how hard it can be to navigate such a difficult time, so we provide all the tools and resources needed to set you up for success during this challenging time.
Financial Planning Pre-Planning Questionnaire
Financial planning is a critical tool for setting and achieving your goals. It can be difficult to know where to start when it comes to managing your finances. With our pre-planning questionnaire, we can gain insight into your current situation and help you create a tailored financial plan that fits your needs.
Divorce Pre-Planning Questionnaire
We get it. Divorces can be full of difficult questions and hard to predict outcomes. To make sure your financial future is taken care of, fill out our pre-planning questionnaire so that we can get to know you better and start helping you figure out the best possible plan for your situation.
Retirement Income Pre-Planning Questionnaire
Retirement planning is one of the most complex financial goals, and we understand how it can be daunting. That’s why we created this pre-planning questionnaire – so that you know exactly what information to provide us with in order to create an effective retirement plan.
The Top 3 Things You Should Do Before Filing for Divorce E-Book
Don’t make the mistake of going into your divorce unprepared. Our E-book is packed with helpful information and tips that will help you prepare for the journey ahead. It covers three essential steps before filing for a divorce, providing you insight on how to prepare yourself for all aspects of your divorce that could help you come out stronger in the end.
Retirement Guide for Child-Free Individuals
Let Us Help You with the Puzzle of Retirement Planning
Our ‘Retirement Guide for Child-Free Individuals’ will help you create a plan that gives you retirement confidence with both your finances and living legacy. There are so many pieces to this puzzle, and without
children you face a unique set of opportunities and challenges. We provide you the roadmap, the tools, and the resources to succeed
Financial Planning with an Eye on Giving-Back
Pave the way for your legacy in a way that allows you to actively participate in your giving-back? Yes, a legacy that begins when you are alive. Our ‘Financial Planning with an Eye on Giving-Back’ guide will help you plan the financial foundation that allows you to retire with confidence and unleash your creativity and your living legacy. We are here to get you started
