Suddenly Single Wealth Management® When Major Life Change Requires a Financial Co-Pilot



1504 Viscaino Road, P O Box 963
Pebble Beach, CA 93953




Our "Value Proposition" (the values we seek to bring to our relationships) also includes being an Honest and Effective Communicator.   To do that:

     a.  We have a well thought out process and financial checklist, which we will go through together.

     b.  We explore where you are now, what your goals and dreams are, and any obstacles that are in the way.

     c.  We have a 3-step Discovery Process, where we develop an understanding of what you have (bring statements) and what is missing, and then develop a roadmap for pursuing your goals.

     d.  Find yourself worrying?  Let us worry for you.

     e.  Feeling overwhelmed and in unfamiliar territory?  We work together to develop a defined plan of action.

   f.  At
Suddenly Single Wealth Management®, you are not alone.  We act as your financial co-pilot.  You have someone you can trust to help you with the journey.