Determine your consolidated family relationship with money to address the root causes of money mismanagement. The personal money relationship assessments are factored into this assessment also. The assessments are used as a baseline to provide financial solutions that foster financial growth for your family.

Full review and analysis of your family’s consolidated financial picture including needs and wants analysis, additional expenses (e.g., caretaking), risk analysis, cash flow analysis, risk management, investments, tax planning, retirement, college planning, and estate planning.

Set up a consolidated budget for the entire family and determine periodic automated amounts for savings.

Real-time monitoring of activity including the flow of income and expenses, ensuring bills are paid timely, debt management, and built-in accountability for automatic savings and investing.

Review strategies for saving for children’s college expenses (e.g., tuition, room, and board) including state-specific 529 college savings plans.

Determine your risk appetite and risk capacity for various financial investments and provide guidance in selecting suitable investments that align with your financial goals.

Provide tax-efficient strategies to reduce your family’s tax liability and maximize retirement contributions.

Full review of family members relationships with money, credit scores, and financial pictures to determine compatibility for purchasing a home together.

Determine situations in which loans for family members require a co-signer.