Your Financial Life should start with creating a budget that is efficient and not restrictive. We will work on budgets sheets, how to create a budget for your lifestyle

An overview of financial planning and 10 things every woman should know about their finances

Every Financial Plan starts with knowing your income, expenses and creating a positive cash flow. We will focus on helping you manage your financial resources so you will have the funds to meet your financial goals.

We will delve into the types of insurance; what is needed to protect you and your family and how to manage risk.

We will review risk tolerance in relation to investments, investing to meet accumulation goals and the various types of investments to consider, to address your financial goals.

We will delve into ensuring adequate retirement income: the impact of earlier or later retirement, government, employee and personal savings, cost of medical care, managing retirement distribution

We will delve into managing federal income taxes with investment strategies.

We will cover retirement plans, insurance plans, fringe benefits and stock options

We will delve into elements of estate planning and address your estate planning needs: Legal Documents needed and Execution of an Estate Plan.

Options to create multiple passive income.

Come, we will delve into the ins and outs of social security, how benefits are calculated and how you can maximize your benefit.