Our experts combine goal-oriented coaching and therapy with detailed financial analysis so that you can make informed decisions about your future.
1. LOOK WITHIN
You start with an experienced therapist and coach who helps you confront your fears and think financially, not emotionally.
2. LOOK BACK
Next, our professionals compile a complete and accurate picture of your financial situation. You provide two years of records and our Certified Public Accountant categorizes every dollar earned, received and spent.
3. LOOK FORWARD
Finally, we build ten-year, personal financial scenarios that include:
- Household and Lifestyle expenses
- Projected Alimony and child support.
- Career & Investment Income.
- Tax consequences
- Education costs.
- Rent vs Own calculations