How We Help

FocusYOU truly focuses on YOU!

You have a demanding or challenging career, so you want to spend your precious personal time enjoying your family and pursuing personal interests. You'd like to experience life, not crunch numbers, or get caught up analyzing the details of your finances. Yet you want to feel, be, and know you're secure and confident things are under control. You might wonder if that's even possible.

 

  • You're often concerned about your state of preparedness to retire.

    You're concerned about taxation and inflation, and sometimes lose sleep due to economic uncertainty.

    You are confused by the employee benefit options available to you, your spouse, or partner.

    You fear you may outlive your retirement nest egg and are not quite sure how to maximize benefits from Social Security and Medicare.

    You feel unsure about how to best manage a windfall (e.g., 401(k) rollover, inheritance, divorce, or legal settlement).

    You're concerned about eldercare, long-term care, and legacy planning issues.

    You wonder how to turn your assets - IRA, 401(k), and other investments – into an income stream that can support your lifestyle.

  • Your current advisor's goals are in conflict with your own

    Your current advisor talks in generalities and lacks real answers based on proof

    You've had a poor experience or have been burned in the past

    You're reluctant to get the knowledgeable and professional help you need and want

  • Get past feeling financially disorganized?

    Balance your current lifestyle and secure your future?

    Protect yourself if the economy changes or your career takes a surprising turn?

    Take care of family, close relatives and friends, or all three?

    Know how much you'll really need for financial independence and how to invest effectively and without fear?

    Make sure you have the right insurance and the proper estate plan in place to protect yourself and your family?

    Let go of your financial guilt, shame, and embarrassment?

    Make confident choices that align with what you want?

  • Planning so you can choose what to do?

    To be confident when making decisions with your money?

    To know you're in control of your financial life?

    A better way to handle the pressure of your kids getting older, aging parents and a growing business?

    A financial education that's relevant to you?

    Access to vetted experts in adjacent services; (e.g., attorneys, CPAs, and other professionals) to create more free time by leveraging expert counsel?

    Practical, conservative solutions that align with you?

Partner with FocusYOU to experience peace of mind

The one thing our clients have in common is a desire to collaborate with a partner who understands their personal situation and helps them understand the real issues that they should consider, both today and tomorrow.

FocusYOU is about helping you. Here's how!

  • Discover your Big Picture WHY
  • Align your choices and activities around your WHY
  • Build a positive relationship with money
  • Reduce your stress around money
  • Focus on those things that have the most significant positive impact on your financial well-being
  • Make a difference in your family, community, and the world

Ready to secure your finances?

Step 1:

Establishing Our Relationship

Our relationship begins with our complimentary Private No-Guilt Financial Breakthrough Session. The purpose is to gather enough qualitative and quantitative information to:

  • Outline your priorities and concerns
  • Make sure our relationship will be a good fit for you and us
  • Educate you on our process and philosophy

If we agree to move forward together, FocusYOU will prepare a proposal which outlines the scope of the work involved to help you make smart decisions with your money and preserve your wealth.

Step 2:

No-Guilt Planning Proposal

In our follow-up meeting, we'll present the proposal, which will:

  • Outline the scope and projected benefits of Advanced Planning
  • Establish clear expectations for our relationship
  • Specify the cost of working with us

Step 3:

Let's take action

We move into the Advanced Planning stage only after we all commit to a working relationship.

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