Life Transition And Daily Money ManagerOlder Americans are looking for someone to help them with the planning for their transition into and through retirement. The areas we cover include:1. Household budgeting - includes preparation and review of the household budget, personal financial statement, and systematic bill payment system.2. Debt,debt structure and debt reduction planning.3. Life transition planning and monitoring - estate planning documentation, fiduciary designations,financial goals and objectives, lifestyle choices, and document location organization.4. Investment Review - time horizon, risk tolerance, short term vs. long term, retirement vs. taxable accounts, titling and protection of assets, mortality table classification, asset protection (life insurance) issues.5. Medical planning - review of Medicare parts A, B,C, and D, long-term care insurance, qualifications for Medicaid, living arrangement options.

I work with clients to provide them with a full platform of financial services, including a complete review of their financial objectives, measuring those objectives against their current portfolio, emphasizing a fully aligned financial allocation that complements and matches their financial plan.

Assist clients with all aspects of financial planning, consolidation and structure of personal and business credit issues and investment planning in general.