As important as money is, we are typically left on our own to figure it out.
Each moment of life comes with financial decisions. A wished-for moment like marriage may contain the question of a prenuptial agreement. A life-changing medical diagnosis could change how essential a will feels. I have yet to meet a new parent who has not ruminated on the appropriate college fund while rocking their baby at 3am.
Through as many or as few one-on-one sessions as needed, you will understand the financial landscape relevant to you, know clearly what you want, and have an action plan. For more complex circumstances, I am available for ongoing and transitional support. I provide referrals to CPAs, lawyers, and wealth managers as relevant.
Many times what feels overwhelming in the whirl of our mind becomes obvious in a couple confidential, guided conversations. Sessions are a flat fee, and I receive no commissions for referrals. This ensures your ability to feel safe providing unguarded honesty about your situation and preferences.
Your path might include a prenuptial agreement, charitable giving, impact investing, self-imposed allowances, creation of a trust, bequeathment to your children. Or none of these things.
We start with a no-charge fit call.
client@kendallhoughton.com