Resources
Calculators, articles and checklists designed to address your most important financial questions
π5 Minutes
How long will my money last?
This tool is designed to help you answer one of the most common question amongst retirees and pre-retirees.
π5 Minutes
Should I refinance my current mortgage?
Explore your mortgageβs original forecast, payoff progression, current payoff path, and evaluate refinance offers.
π20 Minutes
Traditional vs. Roth: Which is better?
Demystifying the question and clearing up a logical fallacy so common even professionals get it wrong.
π5 Minutes
Traditional vs Roth - Taxable vs Tax Deferred - Calculator
Estimate the future pre-tax and post-tax value of different account registrations at different points in time.
π25 Minutes
How do I create a financial plan?
Through our community engagement program you can get started on your own custom financial plan for free. No cost or commitments.
π5 Minutes
Annual Financial Planning Checklist
A once-a-year review to identify any life, income, or financial changes that may require updates to your plan.
π5 Minutes
Estate Planning Checklist
A simple tool to help you think through key components of your estate plan and whether anything in your life has changed that might impact it.
π5 Minutes
Tax Planning Checklist
This checklist is designed to help you think through common tax planning opportunities that may apply to your situation, including ways to reduce taxable income, maximize available deductions, and improve after-tax outcomes.
Ready to Take the Next Step?
Whether you're just getting organized or already working toward specific goals, a brief conversation can help clarify where you stand and what comes next. Schedule a complimentary consultation to explore how our planning process can support your unique financial journey.