Below you will find some relevant information to common questions and areas of focus. We hope you find it helpful and share with others who may need and/or benefit from the same guidance.

Please let us know if there is a subject matter you would like to learn more about.  We are always here to be of service.

Taboo. It shouldn’t be! Talking about money can net huge dividends.


In our business of financial planning, we sometimes joke people would rather talk about their intimate life than their money, and it isn’t far from the truth.  We have created a culture where money is a measure of success, it is a symbol of everything deemed worthy of our existence.  So, we keep it secret and don’t discuss it with people we know, our families and sometimes even between spouses.

Preparing for the Loss of a Spouse or Life Partner


It is always difficult to lose someone you love either through death or divorce. The process can be mind numbing and many times our finances get lost in the shuffle. Keeping track of when we last ate becomes a priority, everything else can usually wait.