Our role in working with Individuals is to help them navigate the challenges that are unique to them.

Whether you are single, divorced, or widowed we can help you make sense of your current situation and put plans in place for the present and the future.


How We Help You

Do the following types of questions or comments ever run through your mind?

Is now the right time to buy a house?

Do I really need life insurance since I’m single?

Is it too late for me to start saving?

I’ve got plenty of time to start saving.  (Don’t fall into this trap or you’ll soon find yourself asking the previous question) 

How much of a rainy day fund should I have?

Should I roll over an old 401k?

What’s the best way to save for a wedding?

I have kids from a prior marriage, how do I best protect them?

I’m divorced or widowed and I don’t know where to start since my spouse handled the finances.

These are just a few of the questions that we help Individuals answer.  Maybe these questions are on your mind.  But if not, don’t worry.  You can’t be expected to know everything to ask. It’s our job to help you answer any questions that you might have but also to protect you from things you haven’t even thought about.

In simple terms, our goal is to meet you where you are and address the unique circumstances in your life.  And the best way for us to do this is through our financial planning process whereby we review your entire financial picture.

Feel free to continue browsing this section to learn more about financial planning for Individuals.  Pay special attention to our Blog Section as we write articles that are tailored specifically for Individuals.