Personal Planning


Finance Forward Team with Suzanna Emmerich and Elaine Shanley


It's your life – you need a plan to see how it all connects – from all the facets of personal planning.



Planning for your retirement can be about much more than ensuring that you and your family have the resources to manage your needs in the future. Whatever retirement means to you, we work with you from the very start, in an effort to make it a reality. Our clients know that as they go about their lives today, their investments are working hard towards their future dreams.


College Planning

Very few people are in the fortunate position of not having to worry about cost. But you do not need to be wealthy to send your children to college. Work with us to proactively plan for tuition and expenses, in an effort to be better positioned when it's time to pay the bill.  We have the experience to look at your total picture and create forward-thinking strategies for financing college.



How you manage your wealth now will have a monumental impact on your family after you are gone.  Our team manages your estate plan the same way we manage your overall wealth—as a living, dynamic plan that requires focused and regular attention from a team of professionals. We do not provide tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.


Charitable Giving

Giving to an organization with a mission aligned with your own values, can be one of the most rewarding and generous gestures a person can make. When we look at your goals for your money, we also consider where you want to put your resources to work for the greater good and consider this aspect of your overall planning one of the most important tasks we undertake.



As a Certified Divorce Financial Analyst,™ Elaine Shanley helps you navigate through your separation, divorce, and afterwards, to seek your financial strength. We use reports that aid collaborative and family law attorneys, possibly helping to reduce the cost of your divorce.



Our complimentary service to you:  Everplans™ helps you organize your vital documents and final wishes.  It offers secure storage so you can safely save all your information in one, convenient place.  Everplans™ lets you designate “deputies”—friends, family, other beneficiaries or advisors—who have access to all or some of your information.