Our company provides objective, third party advice.  We will not provide any product recommendations or strategies that would involve a conflict of interest unless the nature of that conflict is first disclosed to the client.  We are not affiliated with any other company, receive referral fees, nor do we sell any product.  Our compensation is solely based on hourly fees.

Individuals and Families

Cawaring offers written, comprehensive financial planning.  The depth of topics focuses on each individual's specific priorities and needs.  We use cash-flow based analysis...(more about personal planning topics)

Consulting for Businesses and Endowments

Cawaring offers hourly consulting, which can cover investment policy statements, interviewing and referrals to other professionals for your advisory team, and education. (more about consulting)

Education

Cawaring offers educational workshops on a variety of financial planning topics. (more about education)