Your Agenda

Your questions are unique because they come from your life. When we meet, I have a blank tablet, and together we fill it with your questions, your concerns, and your joys. Often we end up with more questions because this is just the starting point. We talk about the next steps, how to proceed, and the timing of working together.

Here are some topics to get you started:

• A New Way to Look at Your Bucket List That big list of dreams and goals isn't the only way to look at your bucket list.
• Your Emergency Fund, How Much Is Enough? Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
• Budget Checkup: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up.
• Password Protection Strategies Simple steps may help you foil hackers and protect your privacy.
• What to Look for in Personal Finance Apps An increasing number have been developed to help individuals with their personal finances.
• Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.

If you’re looking for a quick Do It Yourself starter kit, look under Quick Links for our calculators at the bottom of every page. We also welcome your calls and questions.