It all begins with understanding your unique financial situation by creating an inventory of your financial assets, learning about all your sources of income and listing the primary items of your budget.

Knowing your specific desires, needs, wants and concerns is vital to understanding how to assist you in developing a good plan that will meet your particular needs. We use questionnaires and interview you to come up with how best to assist you is positioning your financial assets to fulfill these desires.

Using the information you have provided and using the most current financial planning software , we develop a plan that provides you with both direction and confidence of meeting your specific financial needs.

We sit down with the bereaved and determine what and how to best assist them through settling an estate. We have developed checklists for what attorneys may need, describe the various steps to be done and the general timing for each step. We assist in gathering the financial assets inventory when needed.