Coaching and Planning
Money may not be the most important thing in life, but it affects every area of life. Building strong financial skills and literacy will help you develop lifelong financial security. Our team offers two types of appointments to help you identify and reach your most important goals.
Coaching
If you need instruction on how to manage your money, want an accountability partner, or just don’t know how to get started, we can coach you on:
- Giving
- Saving for emergencies
- Planning your spending
- Eliminating debt
- Insurance protection
- Estate planning
Retirement Planning
While retirement is an exciting time, the number of decisions you need to make can be daunting. We can help you plan within the following areas:
- Finding purpose
- Pension options
- 401(k) distribution planning
- Social Security options
- Retiree healthcare
- Taxes
- Personalized retirement analysis*
* If you want a personalized retirement analysis, please email finplanning@dmba.com.
