Financial planning for real life.
Do-it-yourself, not learn-it-yourself.
Comprehensive financial planning is our cornerstone service that incorporates all aspects of your financial life, including retirement planning, investments, insurance, taxes, budgeting, education, and any other special needs unique to your situation. What we’ve learned over the years is that once a plan is developed, most people are comfortable implementing their plan and only need or want an occasional follow up to make sure they’re on the right path. When you work with adviceandtaxes.com, you can focus on “doing it” (implementation), not “learning it” (scouring personal finance websites in search of “Never do this,” “Always do that,” or “The Top 10 Things to do now”).
Sometimes you don’t need everything all at once.
Depending on your situation, it might be better to break the plan down into smaller pieces and tackle them one at a time. We’ll address your needs “comprehensively,” but in a serial manner. This is called modular financial planning and can be ideal for clients who lead very dynamic lives. Sometimes it’s easier to address your long-term financial goals, as well as your more urgent needs, by breaking the planning process into separate or independent parts.
And sometimes, life just happens.
adviceandtaxes.com is here to help. We encourage you to reach out to discuss major life events like getting married, divorced, or remarried; preparing for a birth or adoption; dealing with the loss of a loved one; saving for a college education; rolling over retirement plans; receiving an inheritance or other windfall; entering retirement; buying a home; or taking care of aging parents.