Provide guidance and discipline throughout your financial life.
Help you determine your “What? and Why?” and create your vision for a life that’s Full.
Build confidence in your financial independence and security.
Ensure you are maximizing available financial opportunities.
Act as your financial quarterback
Educate you to develop a better understanding and healthy relationship with your money.
Be your Think Partner, but sometimes just listen
Prepare for major financial decisions.
Ensure your family will be okay.
Provide accountability and make sure things get done.
Help you to live in the moment but to always be thinking about what’s next.
Depending on your needs and goals, we have a network of resources to help you simplify your financial life and tackle challenges you face, so that you achieve the Full Life you envision.
Who We Help
Compassionate, fee-only financial guidance for widows and divorcees ready to move forward with clarity and confidence.
Our Process
STEP 1
Connect
We have a free, initial conversation to discuss what concerns you, what you are looking for in a financial advisor, and how we can help.
STEP 2
Engage
Based on our initial meeting we discuss how we will work together, review our fee structure and sign an advisory agreement.
STEP 3
Assess and Imagine
We’ll assess your current situation and imagine your financial life goals.
STEP 4
Identify and Evaluate
We’ll identify possible plans and evaluate various options and associated risks.
STEP 5
Create and Implement
We then create and implement your Full Life financial plan.
Step 6
Monitor and Update
We’ll stay connected to review, reevaluate, and revise your plan as needed based on your goals and life changes
