After we get you in the best financial shape of your life, you then we’ll keep you that way.


Make sure you do the things you should do regularly (but probably don’t):

  • Annual credit report checks

  • Annual Social Security statement checks

  • Rebalancing investment accounts, including your 401k

  • Review spending

  • Double check your tax returns

  • Review performance reports

  • Harvest tax losses

  • Year-end tax planning

  • Annual benefits open enrollment

And we’ll also be there to help you make smart decisions as life happens:

  • Change jobs

  • Spouse goes back to work

  • Spouse doesn’t go back to work

  • Rollover old 401k’s

  • Advise on stock options and RSU’s

  • Purchase a new home

  • Have another kid