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Financial Planning & Consulting

The path to financial success can include challenges and plenty of twists and turns. Having a plan is the best way to stay on course to reach your destination.

Comprehensive Financial Planning

At Twin Peaks, we develop thorough, customized financial plans based on our clients' unique situations and goals. Our plans are as multi-dimensional as your needs, and draw on our expertise in areas including:   

  • Investments
  • Retirement
  • Risk Management & Insurance
  • Education
  • Estate Planning
  • Employee Benefits
  • Stock Options
  • Major Purchase
  • Business Planning
  • Major Life Events
  • Cash Flow & Budgeting
  • Debt Service

Targeted Financial Consulting

Targeted guidance is available to clients facing a particular challenge or who prefer a less formal approach than comprehensive financial planning.

Periodic Monitoring & Review

Change is a fact of life.  Our financial plan reviews help clients to remain on course through changes in goals, needs and circumstances.  Twin Peaks also helps clients implement recommendations--coordinating the selection of attorneys, insurance agents, and other professionals, for example.  This service helps our clients cut through what can be a complicated and time-consuming process.