Personal Financial PlanningIt is not uncommon for one of the spouses to not have played a large part in managing the marital assets thus leaving that person with less financial experience as a single person.  Please see the link below if you might be in need of post-financial planning assistance.

Ready to find out more?

To schedule an appointment please call;  949-527-5171 (949-KAR-5171)

I am happy to chat with you briefly on the phone without charge so you can decide if my services are appropriate for you before making an appointment.