The Metanoia Way
I developed an approach for creating a highly personalized financial blueprint to help my clients achieve their goals and reach financial peace. Metanoia clients are advised in every aspect of their financial path: budgeting, debt management, estate planning, building an emergency fund, asset and income protection, retirement planning, investment management, education planning and charitable giving.
Everyone’s lifestyle and financial situation is different. My goal is to assess your current situation and your future goals and help you design a blueprint for your “financial house”. You may just be starting out and simply need a good budget to help balance your income, expenses and savings goals. Or you may have amassed significant wealth, have several complex investments, own businesses or need to design tax efficient strategies for distributing wealth to the next generation. In either case we will design the house that meets your needs.
I currently work with clients as a Personal CFO which includes any of the services listed on the right side of this page. I’m flexible to work with you in one or in all of the areas where you feel you need guidance. But if you’re not sure what you need, or where you should start, I’m always happy to sit down for a friendly chat without any pressure to formalize a business relationship.
Services
BUDGET COACHING
- Personalized Spending Plan
- Monthly Accountability
CHARITABLE GIVING
- Donor Advised Funds
- Charitable Trusts
INSURANCE PLANNING
- Health Insurance
- Car Insurance
- Home Insurance
- Liability Insurance (Umbrella)
- Life Insurance
- Disability Insurance
ESTATE PLANNING
- Wills
- Health Care Power of Attorney (POA)
- Financial Power of Attorney
- Trusts
DEBT MANAGEMENT
- Mortgage
- Asset Based
- Consumer
EMERGENCY FUND PLANNING
RETIREMENT PLANNING
- 401ks and other employer provided plans
- IRA
- Roth IRA
- SEP IRA and other self employed retirement plans
- Annuities
COLLEGE PLANNING
- Education Savings Account (Education IRA)
- 529