Darling Financial

Have You Ever Asked Yourself: If I was unable to work due to illness or disability, how long could I live off my current finances? . . . If I (as a business owner) lost my partner(s) or key employee suddenly, what would it cost the business to replace them? . . . Will I have enough money when I turn 60 or 65, to retire on for the next 20+ years? . . . If I died tomorrow, could my spouse and family maintain their current lifestyle? . . . If I died tomorrow, how much of my estate would go to the government for taxes? . . . Will my family be able to pay estate taxes?

If you are concerned about these questions, we would love to help! Money doesn't need to be scary. A Financial Plan, includes your personal list of short and long-term goals, and how you’re going to spend (and save) your money to achieve those goals. It makes your money manageable.

The liberty found by having a sound financial plan,
of knowing how you can get ahead and stay there,
feels amazing. Come talk to us!