• How do I define quality of life?
• What activities and endeavors do I enjoy?
• Are there purchases or events I’d like to plan for, such as a new car or travel?
• Are there adjustments I want to make that would  allow me to focus more time and energy on activities that are meaningful to me?

• Assistance in developing a spending plan to use with your whole family.
• Analyze and provide projections of future income  needs.
• Proactively plan financially for life transitions.
• Establish an appropriate emergency fund.
• Determine debt management strategies.

• How do I define the importance of education in my life and that of my children and grandchildren?
• What financial resources are currently available to me?
• What are the tuition costs associated with specific institutions I am interested in?
• How many years do I desire to fund my education goals?

• Assistance in developing a college savings plan for your family.
• Identify what specific resources can be used for college planning: retirement funds, brokerage accounts, education-specific accounts, etc.
• Proactively design a plan that fits with my values and goals.

• What does an ideal life look like for me in retirement?
• What activities and endeavors would I enjoy in this time of my life?
• Are there particular aspirations I would like to pursue later in life?
• What would I prefer my living and caregiving situation to look like as I get older?

• Calculate retirement needs given desired age of retirement, lifestyle spending needs, and other goals.
• Analyze retirement income sources, including Social Security benefits, IRA strategies, company pension/benefit plans, annuities, and other resources.
• Create a distribution strategy that takes into consideration tax and penalties on withdrawals.

• What options are available to help my family stay happy and healthy?
• What would I need to help me recover physically and financially after an unexpected accident?
• What will help to protect my most cherished possessions and allow me to rebuild if something were to happen to our home?
• What would I want for my family if I were to pass or become disabled unexpectedly?

Analyze the need for:

• Healthcare Insurance
• Life Insurance
• Disability Insurance
• Umbrella Insurance
• Other Liability Insurance

• How can I make sure my loved ones receive the personal possessions that I want them to have?
• What would I like to communicate to my loved ones about my preferences regarding medical assistance if I couldn’t make decisions for myself?
• How would I like my wealth to be distributed?
• Do I have concerns about how my wealth might  be used after my death and how can I communicate my wishes?

Assist you in working with an attorney to make sure  the necessary documents are in place: 

• Creation of a will.
• Identify powers of attorney, successor trustees and executor/executrix.
• Establish trusts.
• Assign beneficiaries.
• Complete necessary medical forms for communicating wishes.