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Family Finances

James, Anne​ & Gabriella

Their Concerns.


  • James and Anne had never developed a budget, and didn't know how much they could save.

  • They knew they needed life insurance, but didn't know what type or how much, in order to care for Gabriella.

  • They didn't know what they wanted their future to look like, nor what it would cost.

  • James had a retirement plan at work, but didn't think he was making the most of it.

  • Anne was still paying down her college loans.

How We Helped.


  • I helped them analyze their spending, and developed a plan to put their money to work.

  • I helped them determine how much life insurance they needed to ensure of Gabriella's care.

  • I pointed out the lack of a will and explained it's importance, especially when you have minor children.

  • I opened Roth IRA's for both James and Anne for tax-free retirement income.

  • I helped James enroll in his 401(k) at work and helped him choose appropriate investments.

  • I opened a 529 plan to save for Gabriella's college expenses.​

The Results.

  • James and Anne now have their finances organized and are feeling better about their futures.

Complete list of included services:

  • On-Call Guidance

Unlimited Phone Support

Unlimited Text Support

Unlimited E-mail Support

  • ​Financial Dashboard & App

  • Investment Management

  • Retirement Accumulation Planning

  • Credit Score Guidance

  • College Expense Planning

  • Life Insurance Needs Guidance

  • Cash-Flow / Budgeting Guidance

  • Debt Repayment Guidance

  • Goal Prioritization​

If this sounds helpful, you are invited to book a complimentary meeting with me to learn more below.


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