Financial Planning in Sarasota

The shift from accumulating wealth to living on it requires a complete mental and financial reset. When will you be ready? How much is enough? What does a typical day even look like? We help you build a roadmap that turns anxiety about the unknown into excitement for what's next.

A new child changes everything—your priorities, your expenses, your sense of responsibility. Suddenly you're thinking about college funds before they can walk. We help new and expecting parents put the right protections in place without overcomplicating life.

Two lives becoming one means two financial lives merging too. Different spending habits, different debts, different dreams. Before the honeymoon ends, we help couples align their money with their shared future and avoid the conflicts that derail so many marriages.

It's probably the biggest purchase you'll ever make. How much house can you really afford? What should your down payment be? How does this fit with your other goals? We help you make this decision with clarity, not just qualification letters and wishful thinking.

Whether you're chasing a dream, escaping a nightmare, or simply ready for something new—career transitions have massive financial implications. We help you understand what you can afford to risk and what you need to protect during the leap.

Selling a company you’ve poured yourself into can feel both exciting and unsettling. How do you turn years of hard work into lasting financial security, while managing taxes, timing, and what comes next? We help you plan for the sale and design a strategy to turn business proceeds into a flexible, tax-aware wealth plan that supports your next chapter on your own terms.

Divorce upends everything—housing, retirement plans, insurance, even your sense of identity. In the emotional chaos, financial mistakes are easy to make and hard to undo. We provide clear-headed guidance when you need it most.

Grief is hard enough without having to untangle finances, insurance claims, and estate matters. Whether you've lost a spouse, parent, or sibling, we help you navigate the practical while honoring the personal—on your timeline, not anyone else's.

The sticker prices are staggering. The financial aid process is Byzantine. The emotional weight of wanting the best for your child is real. We help families find the right balance between educational dreams and financial reality.

A sudden windfall comes with opportunity, obligation, and often guilt. How do you honor what was given while building what you need? We help you process the financial and emotional dimensions of inherited wealth with intention.