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Financial Planning for a
       Worry-Free Retirement

Our Fee-Only Services

At More than Your Money, Inc., we feel the most effective advisory relationship looks closely at the various pieces that compose each client's financial picture. This includes the following areas:

  • Investment Portfolio Review and Asset Allocation
  • Investment Recommendations and Implementation
  • Retirement Planning
  • Tax Planning
  • Individual Income Tax Return Preparation
  • Goal Setting
  • Review of Insurance Coverage and Needs
  • Estate Planning - Will and Health Power of Attorney
  • Budgeting and Record Keeping
  • General Financial Planning
  • Advice and Support for Widows and Widowers
  • Assistance with Post-Divorce Paperwork and Financial Planning
  • Coaching

Investment Counseling
Retirement Planning
Tax Advice
Goal Setting

Goal setting is an important part of the financial planning process. It involves quantifying near term as well as long term goals - deciding what they are, what they will cost, and how to save for them. Perhaps more importantly, the goal setting process gives shape to the quality of life those goals provide. Seeing this clearly keeps clients motivated to reach their goals and helps keep us focused on what's truly important.

Insurance Review
Estate Planning
Financial Assistance and Support for Widows and Widowers
Post-Divorce Financial Support and Assistance
Coaching