WHAT WE DO: We help people who are struggling with a Significant Financial Issue that has been keeping them up at night – risk or opportunity. After our one-hour session you will have a break-through of clarity and the relief that comes with having a clear path forward. A Significant Financial Issue might include anything that is dominating your thoughts, such as:

☆ A major purchase

☆ Divorce

☆ College Funding

☆ Spouses not on “the same page” with financial issues

☆ Purchase or sale of a home

☆ Ability to make work optional (or stop working someday)

☆ Buying or selling a business

☆ Issues related to an inheritance or estate plan

☆ Considering an offer from your employer

☆ Being sued, or filing a lawsuit

☆ Any significant financial Issue

WHO WE WORK WITH: Individuals & couples who have a Significant Financial Issue that has long-term financial consequences. We often sit down with affluent individuals who have been wrestling with an issue that’s complex or even hard to describe.

WHY IT WORKS: We focus on the big picture and your highest priorities first. Our session clarifies, prioritizes, and simplifies even the most complex situations, which is why many choose to sit down with us just before meeting with other Financial Advisors.

WHAT MAKES US DIFFERENT: We're the only firm in town that specializes in helping individuals and couples work through a difficult, complex, or significant financial issue. Our process is brief, focused, and positive. Most people find it enjoyable. Seldom is more than a single 1-hour session necessary to achieve a significant breakthrough of clarity. No other firm in this market provides the high-level of planning we deliver. For this high-level of thoroughness and planning, We're The Only Game in Town.

HOW IT WORKS: The process is simple.

☆ Book a 1-hour appointment  941-544-4999

☆ Gather all your financial documents

☆ Come in for our session

… leave our office after 1-hour with a significant breakthrough and clarity regarding the “next steps” and confidence about the direction you want to take.