Investing today is more complex than ever. Having us as your Financial Advisor can help juggle all of life’s moving parts, whether you are navigating life, planning for life, or needing a strategic plan to meet your ultimate goals. Our experience at Financial Life Planners has taught us that there are no easy answers to questions like:
- Am I saving enough for my own retirement?
- I want to make a career shift, can I afford it?
- How will I put my children through school?
Just hiring us to look at your goals is an important step. Once we review your finances, we create a plan to reach your goals and help you commit to that plan throughout the year; all the while your life may grow and change in circumstance. We consider you family and we are honored to be on your financial journey with you.
To help you reach the right answers, our services include financial education and assistance in the following:
- Financial Life Planning
- Investment Tax Management
- Career Transition Coaching
- Stocks, Bonds, and Mutual Funds
Our lives and cost of living have changed dramatically in the past 50 years….even in the past 30 years:
Most individuals worked for the same company their entire career
- One spouse could support a family
- A family usually lived in the same house and rarely moved
- College tuition has increased 12 Fold in 30 years (or 1,120%) since 1978
- Medical Expense has climbed 601%
- The price of food has increased 244%
Let us be your financial guide through these changes.