+ Family Money Personality Assessment

Determine your consolidated family relationship with money to address the root causes of money mismanagement. The personal money relationship assessments are factored into this assessment also. The assessments are used as a baseline to provide financial solutions that foster financial growth for your family.

+ Family financial planning

Full review and analysis of your family’s consolidated financial picture including needs and wants analysis, additonal expenses (e.g., caretaking), risk analysis, cash flow analysis, risk management, investments, tax planning, retirement, college planning, and estate planning.

+ Annual budgeting and saving execution

Set up a consolidated budget for the entire family and determine periodic automated amounts for savings.

+ Daily cash flow management services

Real-time monitoring of activity including the flow of income and expenses, ensuring bills are paid timely, debt management, and built in accountability for automatic savings and investing.

+ College savings for children

Review strategies for saving for childrens college expenses (e.g., tuition, room and board) including state specific 529 college savings plans.

+ Tax Planning

Provide tax efficient strategies to reduce your families tax liability and maximize retirement contributions.

+ Multiple family members purchasing a home together

Full review of family members relationships with money, credit scores, and financial pictures to determine compatibility for purchasing a home together.

Determine situations in which loans for family members require a co-signer.