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Counseling and Planning

Economic Security
Guidance on making a resilient personal financial plan to help protect your health, safety, and economic security.
Individual 401(k) Plan
Low cost 401(k) plan for self-employed individuals and independent contractors and their spouses with high contribution limits.
Inheritance and Wealth
Guidance on assessing risk through ESG considerations to help preserve, grow and maximize the transfer of wealth to heirs and worthy causes.
Sustainable Investing
Guidance on integrating environmental considerations into your investment process to pursue positive impact and long-term risk-adjusted returns.
Education Planning
Guidance choosing a tax-advantaged saving options, including Treasury bonds, 529-plans and Coverdell, custodial, and trust accounts.
Retirement Distributions
Guidance on distribution strategies - required minimium distribution, Roth IRA conversion and charitable distribution to vetted charities.

Looking for a trusted advice?

Christine will develop a goal-based financial plan for economic security
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