Who We Are
We are a Northern Virginia-based financial planning firm providing unbiased, personalized and thoughtful guidance to assist clients in achieving their financial goals.
What We Do
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Do you have an estate strategy? You should.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Are women prepared for a 20-year retirement?
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
For women, retirement strategy is a long race. It’s helpful to know the route.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Even low inflation rates can pose a threat to investment returns.
With alternative investments, it’s critical to sort through the complexity.