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2607 Oberlin Road
Raleigh, NC 27608

[email protected]


Links to Other Sites

CFP Let's Make a Plan 

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional. More information can be found here 

Consumer Guide to Financial Planning

Helpful guide on what to expect from a financial planning process, courtesy of the CFP Board.


Fillable PDF Budget Worksheet from the US Federal Trade Commission 


Advice from the IRS - This is a very helpful tool we subscribe to via email. 

Inflation and Historical Time Value of Money

Ever hear of someone mention how they used to buy a coke for $0.05 when they were a kid?  See how much values erode over time through inflation. It's always important to plan for inflation and we do for all our planning clients.

This is the official US government BLS website and has a helpful cost of living calculator:

This is a great website that measures value changes over time with a range of factors, such as the economic power of a dollar, which is different than just purchasing power:

Time Value of Money Calculator for the Future

This is a helpful tool to see what an amount of money will be in the future growing at a given percentage rate for so many years. Use the present value for the value you have today, the number of periods for the years in the future you want,  and the interest rate the annual interest you expect to achieve. Note - the 20 year stock market average is 7%.

Investing Support

Link to our Registered Investment Adviser & Broker/Dealer who helps us support our clients.