Are you struggling with a financial decision and need some guidance?

Maybe you want to know:

• Should I pay down debt or invest?
• Should I take a lump-sum commuted value payment from my pension or a deferred monthly benefit?
• Should I take a severance as a lump-sum or as salary continuance?
• Should I buy a rental or vacation property?
• Should I set up a corporation for my sole proprietorship?
• Should I be a DIY investor?

We can be your financial coach and provide a consultation to address general financial concerns, questions or issues without delving into a full-blown financial plan or in-depth analysis.

Areas of interest may include financial planning, retirement planning, investments, pensions, debt, budgeting, insurance, taxes or estate planning.