Disorganized finances can be a major threat to financial and retirement security. I can help you identify potential areas of risk.

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How familiar are you with the status of your financial accounts?
Do you track your spending to make certain you are living within your means?
Are you able to log into all your checking, savings, credit cards, and brokerage accounts online?
Who currently manages your bill paying?
Are you concerned about outliving your savings?
Do you currently work with a financial professional to help with investment management or personal financial planning?
How many family members or friends help you make financial decisions now, or could help in the future should you become incapacitated for any reason?
How do you go about making important financial decisions?