top of page

Personal Planning

Connecting All of The Financial Pieces.

We work with you to create a full financial solution that is tailor-made for your goals.

Personal finance infographic

By following step-by-step financial planning process, we work to put all the pieces together in an easy to understand plan:

  • Retirement planning

  • Investments management

  • College savings strategies

  • Risk management/Insurance

  • Estate planning

  • Taxation

  • Business planning 

Most importantly, we help track the progress year by year. In our discussions we will explore:

  • Your personal and financial vision and goals.

  • Help set and prioritize the goals by gathering information on current plans.

  • Develop a plan by providing expert review & analysis.

  • Coordinate with other professionals – your CPA, attorney, and other consultants.

  • Provide a careful explanation of strategies and suggestions.

  • Help prioritize the implementation of the plan and help you fully understand all the options.

  • And, most importantly, we will confirm your plan on a regular basis and measure achievement of your goals.

A picture of Kristina O'Reilly
bottom of page