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Not Just an Empty Nest

Financial Planning is a lifelong journey that requires careful planning and smart choices. From leaving your parents nest  to living on your nest egg, there are different stages in the journey. At each stage, it's important to review and adjust your plans to fit your changing life, the economy, and what you want. By staying proactive and thoughtful about your finances, you can increase your chances of having enough money for a comfortable retirement.

Below are the four stages we've identified in this journey. We'll update the articles every month, so check back often and share them with your family and friends.  

20s:  Getting Started

Leaving the nest

The Latte Lie

30/40s:  Creating a Plan

Building The Nest

College or Retirement?

50/60s:  Finalize  the Plan

Emptying The Nest

Navigating the Road to College

70s +:  Enjoying the Plan

Living on The Nest Egg

Give The Gift of a 529!
Our Process

Our Process

One size fits all? Hardly.

First, we begin with the end in mind. (Thank you, Stephen Covey.*) Where do you want to be 1 year from now? 5 years from now? 10 years from now? Your situation and vision are as unique as you are. And your financial path should be too.

Do you know why you own the investments you do and the role each plays in your financial picture?

This is your money, so we make sure you understand your portfolio, the strategy in place and how it intends to accomplish your goals. We carve out a path forward and help you maintain the discipline required to follow it, serving as your coaches along the way.

*7 Habits of Highly Effective People, Stephen R. Covey. 

Caroline (Carrie) Aarons

Caroline (Carrie) Aarons

Client Service Specialist

Fanitta R. Ballard

Fanitta R. Ballard

Client Service Specialist

Kym Lunardi

Kym Lunardi

Client Service Specialist - Client Experience

Mukund G. Pai (Retired)

Mukund G. Pai (Retired)

Chief Entertainment Officer

Mara Scherer

Mara Scherer

Office Coordinator

Tools You Can Use

Tools You Can Use

We have compiled a resource library to help you with your research and planning.  A glossary of terms, tax resources and a collection of financial calculators are available to you.  If you don't see what you need, feel free to give us a call at 440.349.5110 with questions.

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