Divorce & Seperation

 

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We help with Financial Affidavits, Lifestyle analysis, forensic discovery, debt, keeping the home, and other services.   Learning to be financially independent with confidence.  Acquire knowledge and learn a proven system to manage your finances.   We work on simplifying divorce & optimizing outcomes.

Retirement & Seniors

 

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Adapting to and remaining independent are key to enjoying your golden years.  Evaluating the financial decision of living in a retirement community (independent, assisted living or other) and creating peace of mind can ensure a fulfilling and gratifying lifestyle.  Having the right financial system and process in place can  do the same.

Marriage & Blended Families

Marriage is a major step to a fulfilling life.  It also comes with compromise and planning for the many financial obligations and struggles ahead.  Setting up and learning to manage a budget is a key first step, with many more important financial responsibilities to follow - debt, bill pay, saving, understanding your net worth.    The earlier you start, the easier the road ahead will be.

Financial Wellness Academy

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Do you want to thrive financially and avoid debt?  The average American is burdened with debt and is never taught how to plan and manage their finances.  This practical course has videos, handouts, and worksheets to help you understand and simplify your finances.  Click here to start!

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What is Financial Counseling?

Financial counseling starts with a conversation to understand your needs and goals.  Partnering with you, we prioritize, organize, and simplify a plan of action.  This is key to modifying behaviors that work against you and potentially adverse spending habits.  Empower yourself (with gentle guidance) to become more financially able.