Six Key Areas of Financial Planning


  • Do I have enough saved or am I saving enough for retirement?
  • Which accounts should I draw from and when should I take social security?
  • Can I afford health insurance if I retire early and what are my Medicare options?


  • Am I using the right investments based on my goals?
  • Am I being too aggressive or too conservative?
  • Do I understand my investment fees?


  • How do I reduce my taxes today and for the future?
  • Does a Roth conversion make sense for me?
  • Should I make pre-tax or Roth contributions towards my retirement?

Estate Planning

  • What type of legacy do I want to leave?
  • Are my heirs prepared to inherit the wealth that I have built?
  • Is my current estate plan the best for my family?


  • I want to give more, but can I?
  • Am I giving strategically to benefit others and minimize my taxes?
  • Am I being intentional with my current giving?


  • Are my loved ones protected if something happens to me?
  • Do I need or have enough life insurance?
  • How do I plan for the cost of long-term care?