Clarity and Simplicity for Your Financial Summit.
Whether you are navigating the sale of a business, the loss of a loved one, or the journey to retirement, we provide the clarity you need.
How Complex is Your Financial Life?
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Family Complexity
Business & Career
Assets & Income
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Retirement & Pre-Retirement
Redefining your next chapter with confidence and financial clarity.
Learn MoreThe Clarity Roadmap
Discovery
A deep dive into your goals, values, and vision for the future.
Analysis
Stress-testing your current financial picture against your goals.
Strategy
Building a custom, actionable financial plan for your life.
Partnership
Ongoing monitoring, adjustments, and support as your life evolves.
Discovery
A deep dive into your goals, values, and vision for the future.
Analysis
Stress-testing your current financial picture against your goals.
Strategy
Building a custom, actionable financial plan for your life.
Partnership
Ongoing monitoring, adjustments, and support as your life evolves.
Financial Myths Debunked: Clarity You Can Trust.
Is my spouse's 401(k) automatically mine?
Not necessarily. While spouses often have rights to retirement assets accumulated during a marriage, ownership can be complex, especially in cases of divorce or prenuptial agreements. State laws vary significantly. It's a common misconception that can lead to major surprises during life transitions.
If I have a Will, is my Estate Planning done?
A will is a crucial first step, but it is not a complete estate plan. A comprehensive plan also addresses things like healthcare directives, power of attorney, and strategies to minimize estate taxes and probate. Trusts, for example, can offer control and privacy that a simple will cannot.
Do I need a planner if I use TurboTax?
Tax software is excellent for tax compliance (filing), but it doesn't provide tax strategy (planning). A financial planner helps you make decisions today that will legally and ethically minimize your tax burden in the future, looking at the entire picture of your investments, income, and goals.
Is all debt "bad" debt?
No. It's crucial to distinguish between high-interest, non-productive debt (like credit card debt) and strategic, low-interest debt used to acquire appreciating assets (like a mortgage on a home or a loan for a business). Managing this difference is key to building wealth.