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Meetings available in our St. Petersburg, FL office or by Zoom videoconference
I find it is most helpful to offer an initial phone consultation so I can better understand your issues and concerns. After the call, we will both know whether there is a fit, or if it makes sense to schedule an appointment. We'll chat about your needs, your goals, and what steps are right for you. Financial planning services can be provided in our offices or remotely using Zoom video and screen-sharing.
Even people who are "good with money" can have trouble making money decisions.
“As I always tell my clients: there are no right or wrong money decisions; there are only money decisions which are right or wrong for you. Holly's book is an excellent guide and tool to help you get clear about what is most meaningful and right for you.”
Jennifer Lazarus, CFP®
Lazarus Financial Planning
What’s Form 5498 and why does it arrive in May? https://t.co/b0KDfxnYUu
In financial planning, the “legacy” discussion can devolve into how much and what kind of financial gifts to leave to heirs. What if it shifted to something richer? The legacies we are already leaving are the ones on which to focus. Let the finances follow that lead.