Human Capital Wealth Management

Book a call with me:

Fall Financial Planning Meeting

Year-end tax planning• Retirement planning adjustments - 401(k)/403(b)• Open enrollment review - Group Benefits, Medicare, etc• Charitable and... Read more

1 hour

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Spring Financial Planning Meeting

Spring Planning Meeting (March)Focus:• Portfolio and allocation review• Progress toward goals & Final Tax Funding• Cash flow and savings strateg... Read more

1 hour

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Discovery/Initial Meeting

New Clients Initial Discovery meetingNo cost, informative, and info gathering.Zoom is embedded, but if you'd like to meet in person, shoot me an email... Read more

30 minutes

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