At Collaborative Financial Solutions, our purpose is in helping you create an environment that leads to a better understanding of, and more ease around your finances. Money decisions are important, but they do not need to be stressful. Let us help you look at what you have and where you want to go in life.
We will educate you about your finances, organize financial documents and offer choices so that you can make solid, informed decisions.
We are the "GO-TO Financial coordinator" to help integrate the multi-dimensional aspects of your finances.
Our promise is to provide a caring environment that will help you manage your financial situation and support the path to your personal dream of freedom.
Our specialties include:
Wealth management, socially responsible and green alternative energy investing, estate planning, divorce settlement planning and financial life planning .
