The Return on Life Payoff

Pro-activity 

We work with you to anticipate your life transitions and to be financially prepared for them by regularly assessing any potential life transitions that might be coming and creating the action plan necessary to address and manage them ahead of time.

Objectivity

We bring insights from the outside to help you avoid emotionally driven decisions in important money matters by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have the information you need and managing/disclosing any of our own potential conflicts of interest.

Organization

We will help bring order to your financial life by assisting you in getting your financial house in order (at both the “macro” level of insurance, investments, tax & legal and also the “micro” level of household cash flow) and helping you keep it there.

Accountability 

We will help you follow through on financial commitments by working with you to prioritize your goals, show you the steps you need to take and regularly reviewing your progress towards achieving them.