What We Do
What are your financial goals to live a No-Guilt Life?
Let us help you see the big picture and secure your financial future by providing you with options and letting you choose what feels right for you.
At FocusYOU, we use financial life planning tools as part of our process. We devote a significant amount of time to understand who you are, where you're coming from and what you truly care about. This helps us hone in on your strengths, the challenges that may get in your way, and issues you may face in the future.
You are much more than an account number at FocusYOU. You are a real person with unique circumstances, real concerns, and life goals that are worthy of respect. When you align your money with your life goals and aspirations, you will feel more secure and confident to engage in what matters most to you.
Helping guide you in the right
direction to achieve your vision
Ready to secure your finances?
Getting your financial life in order is all about knowing where you stand today and controlling your money. You will no longer allow it to control you.
We assess your situation to determine your assets, liabilities, cash flow and liquidity. We then project your progress in relation to your dreams and aspirations.
Not sure how your goals align with your money?
Prioritizing how you use your money is much easier when you have a clear picture of your goals. One of the first things we do together is clarify your goals. We get specific details about the what, when, where, and with or for whom. We help you imagine the possibilities. We then help you sort and prioritize your goals and aspirations. Finally, we create a roadmap of what you really want.
Worried about your after-tax income?
You work hard to build your savings and investments. The consequences of tax decisions you make today will have an effect on your future income. The tax effect is greater than the effect of your investment returns or interest rates. Through robust tax planning, we work to help you keep more of your income and wealth for yourself and family.
Wanting to protect your family for the future?
The needs, wants, and expectations of our children, grandchildren, and sometimes our parents can weigh heavily on our hearts and minds. Our relationships with the people we love can undermine our objectivity and interfere with our financial goals. In our work together, we discuss your expectations and those of others who "depend" or "lean on" you. We strategize ways to manage expectations and also integrate love, family and money.
Services designed to fit
your experiences and aspirations
Evaluating your current financial state to create the best action plan to reach your goals for the future
Financial Philosophy
Our No-Guilt philosophy emphasizes a lifelong perspective and structures your finances to help you spend in a way where you're comfortable and confident.
Life Centered Planning
Not all financial advice is equal. The type of advice you receive depends on the type of financial planner you work with and how they incorporate the facts and aims of your life.
No-Guilt Services
Traditional financial plans are solely about the numbers. Your No-Guilt Financial Life Planning is about the whole of you.
Our GetFOCUS Method®
We empower you to make decisions from a place of knowledge, wisdom, and confidence. The goal is to eliminate decisions based on greed, fear, habit or noise in the media.
Discover our story
Learn more about our background, our team, and how we can align our experience with your goals
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