We Specialize In Two Very Important Financial Areas:

Mortgage Planning and Divorce Planning.

If you ask yourself what these two have in common, you are in good company, but actually though if you think about it, they are similar.

Mortgage Planning is working with families and their mortgage, typically the largest asset/liability in their portfolio. Our job is to integrate the mortgage into their long and short term financial plans. This requires a lot of fact-finding and tedious work to make sure that the client achieves their goals.

Divorce Planning allows us to take our training in fiscal literacy and help families dissolve financially with an emphasis on fairness and proactive thinking. We work with the family budget, marital debts, the split of the retirement plan, the protection of credit, a logical and fair approach to after-divorce income, suggest training for a spouse that needs to go back to work and how income will be adjusted during the training amongst other important things. All are part of the family’s long and short term financial plans.

If you are looking for a simple 30 year fixed mortgage or something exotic to meet your needs, we excel in it all.

If you are thinking of divorce, our preplanning is something that you should consider to make sure that a third party with financial expertise helps you steer through the treacherous waters of the impending legal action.  Don't wait until you get into the turbulence before you plan.

Please navigate the website to learn more about what I can do for you, and how easy it is to get started.