A great way to get started is to setup an appointment with me. We have a great financial needs app that asks you some questions and helps highlights financial planning items that may be of importance to you. It is 100% free and confidential and intended to be a conversation starter for you and your spouse.

If you came here to research a specific need, here are some videos you might find helpful about our various products and services. You can also give me a call or send me a text any time to discuss a particular need.

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Downloads

Debt:

Budget Worksheet

Securities:

Due Diligence for Managed Accounts

Legal Services:

New PLPP Client Brochure ID Theft Defense ID Theft Features & Benefits

Calculators

Time Value of Money The High Cost of Waiting

Video Resources

Video Series (also in Spanish)

Intergenerational Wealth How Money Works Solutions

Need help with something else?

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