When crunching numbers, consider the tax implications, lost opportunity costs and
Use tax favored strategies to build and maintain wealth.
Charitable giving can provide an everlasting legacy and enhance the lives of many
Wealth can be acquired
over many generations
and lost in one.
These are the same tools I use to develop financial reports for my clients. I am
making them available for use to you as a way to become more familiar with where
you stand financially. Although they provide a general scope of your financial situation
a more in depth review is needed to provide possible solutions. I am here to help
you as a financial coach and as such I often work with your accountant, attorney,
and or financial planner. Because what I do is so unique you will find that the
professionals that have provided you with financial advice in the past will want
me to coach them as well. My underlining goal is to help you recapture transferred
wealth whether it be taxes, interest, or other unnecessary expenses by restructuring
your finances to offer more control and less risk.
A word of caution; you may become overwhelmed with trying to input all your information
to the degree that you may begin to be frustrated by the process, relax I am just
an email or phone call away.
Information and interactive calculators are made available to you as self-help tools
for your independent use and are not intended to provide investment advice. We cannot
and do not guarantee their applicability or accuracy in regards to your individual
circumstances. All examples are hypothetical and are for illustrative purposes. We
encourage you to seek personalized advice from qualified professionals regarding
all personal finance issues.