Facilitate Conversations to Help Couples Find Solutions in Savings, Investing and Sustainment in Retirement

Determine Goals and Create a Plan

Present Financial Strategies 

Discover True Income and/or Hidden Assets

Establish Standard of Living 

Understand Executive Compensation 

Maintenance Strategy  

Explore Options and Understand Entire Process 

Review Finances and Explore Settlement 

Identify Fears and Empower Yourself

Build a Support System and Connect with Resources