What We Do

What are your financial aspirations?

Let us help you secure your financial future by providing options and letting you choose what will ultimately enable you to enjoy a No-Guilt Life.

Understanding

More than an account number

At FocusYOU, we use financial life planning tools as part of our process because our team understands that you are a real person with unique circumstances, concerns, and life aspirations. Therefore, we devote significant time to understanding who you are, where you are coming from, and what is most important to you. This helps us hone in on your strengths and better identify potential challenges.

Guiding in the right direction

Are you ready to secure your finances?

Maintaining your financial life is about knowing where you stand and controlling your money.

We assess your situation to determine your:

  • Assets
  • Liabilities
  • Cash flow
  • Liquidity

We then show your progress relative to your dreams and aspirations.

Are you unsure how your aspirations align with your money?

Prioritizing how you use your money is much easier with a clear picture of your aspirations.

We gather specific details about the following:

  • What
  • When
  • Where
  • With (or for whom)

We then help you organize your aspirations based on priority. Finally, we document what you truly want.

Are you worried about your after-tax income?

You work hard to build your savings and investments. The consequences of tax decisions you make today will affect future income.

The tax effect is greater than the effect of your investment returns or interest rates.

We work to help you keep more of your wealth through robust tax planning for you and your family.

Are you wanting to protect your family for the future?

The needs, wants, and expectations of those we love most can often weigh heavy on our hearts and minds.

Our relationship with the people we love can undermine our objectivity and interfere with our financial aspirations.

In our work together, we discuss your expectations as well as those of the people who depend on you.

We strategize ways to manage expectations and integrate love, family, and money.

Services designed to fit your experiences and aspirations

Evaluating your current financial state to curate the best action plan for your future.

Financial Philosophy

Lifelong perspective for wise spending, saving, investing, and insuring. Embrace our philosophy, structure your finances.

Life Centered Planning

Not all financial advice is equal. The type of advice you will receive depends on the type of financial planner you work with.

No-Guilt Services

Traditional financial plans are solely about the numbers. Your No-Guilt Financial Life Planning is about the whole of you.

Our Guilt-Free Process

Empowering informed decisions. No media noise, greed, fear, or habit. Confidence in your choices and eliminating influence.