If you’re looking for a uniquely holistic approach…
You may have just found it.
These are some of the folks we serve
They're a lot like you
And these are a few of the things we do…
It's only a partial list
Money Sherpa Services
There are hundreds of financial decisions that you need to make between here and where you want to be. We'll help you make the smart ones, and save you hundreds of hours in the process.
We can help you find the right care for a senior loved one or make sure your spouse is safe and secure when you pass away. Whether it's caring for senior loved ones, caring for your own spouse or for your own security against financial predators, we'll put a procedure in place to stop bad actors in their tracks.
The LifeSource ™ Conversation
The LifeSource™ Conversation is a transformative experience that aligns your values, your dreams, and your present reality in order to point you in the right direction for the future. It's your present and future all on one page.
Caring for others
Your spouse, your kids, your parents… these are the important people in your life. Caring for them when you're here and when you're not is one of the most important things you can do.
Businesses that start small don’t need to stay that way. Your Family Office can help with the executive decisions that will expand your business.
Tax action plan
Let's work with your CPA or tax professional to minimize your tax liabilities each year. Retain more of your income and capital gains. Direct your money to achieving your own goals.
Smart cash flow
Once you establish adequate cash reserves for unexpected financial issues, we'll create a debt elimination plan. We even provide major purchase assistance.
We'll help you create a multi faceted asset protection plan so to make you highly unattractive to potential plaintiffs. Over one third of Americans have a retirement plan that includes suing someone in order to achieve it.
Need help considering your company stock options or the best strategy to claim Social Security? We're going to sharpen the pencil and help you choose wisely. We're there for you.
The best college planning may have less to do with investments and everything to do with guiding your child in the right direction. With the right tools, a young person can go to college to pursue an education, rather than find a job.
Help with travel arrangements, caring for senior parents or buying that dream vacation home you've always wanted. We have a nationwide network to assist you.
You don't want to burden your kids. We'll show you a painless plan to pass your estate when, how, and to whom you want. With minimal burden on your heirs.