Single and Sound
Creating a plan for your financial future
Planning for the future is an essential part of every lifecycle event.
Whether you are suddenly on your own by divorce, a recent widow or managing financial affairs for the first time, our professional advisors are here to help you navigate the challenges ahead. Many of our clients often face a major financial transformation. We help individuals evaluate their financial situation with lifecycle financial planning, and create a plan to move forward.
We recognize that our clients may be faced with coordinating a multitude of professionals, from accountants and lawyers to financial advisors and insurance agents, often for the first time. We help coordinate those relationships for our clients to help them navigate a path forward.
Our lifecycle financial planning professionals include Certified Financial Planners™, Investment Professionals, and Certified Public Accountants. The depth of our professional resources will help explain your financial options, establish priorities and guide you through the difficult choices in the future.
