Services
What we can do with you.
Financial Coaching
From establishing a budget to rolling over retirement savings to figuring out if you should rent or own, we’re here to help you with everything from money management to major life choices. We’re here to help you get financially and emotionally healthy.
Long-Term Care Planning
Again, like taxes, long-term care planning isn’t just for older or wealthy people. Sure, we’re going to focus on your financial wellness today, but that also means providing protection and planning for down the road, too.
Insurance Consulting
Whether you rent or own, have kids or are single, you need insurance. So we’ll help you figure out what insurance coverage you need and we’ll help you get it.
Tax Strategies and Planning
Minimizing tax liabilities isn’t just for the wealthy, either. Taxes have a huge impact on our finances and should be a part of any comprehensive financial plan.
Investment Planning and Management
If you have assets to invest, we can do that. We have access to a broad range of state-of-the-art investment and portfolio-building tools that give us the ability to create, execute and manage your investment plan. If you don’t yet have assets to invest, we can create a plan for accumulating them.
Fetch Life Financial Hub
Our Fetch Financial Hub will give you real-time access to your whole financial world. This customizable, interactive, and mobile-friendly client portal aggregates all your financial-life data and also provides a central location for storing all your important documents and information.
Saving and Retirement Planning
If you have assets to invest, we can do that. We have access to a broad range of state-of-the-art investment and portfolio-building tools that give us the ability to create, execute and manage your investment plan. If you don’t yet have assets to invest, we can create a customized plan for getting them.
Giving Strategies
We can help you find smart, strategic ways to support the causes and organizations you care about.