Financial Planning

Basic Plan

What You Can Expect:

  • A clear picture of what your current financial picture looks like.
    • Financial Analysis: What does your current picture look like?
    • Financial Statements- Net Worth, Balance Sheet, etc.
    • Cash Flow Forecast, year-by-year projection.
    • Investment Review- do your investments match your risk profile, goals
    • and objectives?
  • Explore and set goals: What would you like to accomplish financially? What are your dreams for your future? For your family?
    • Explore and prioritize your goals.
    • A step-by-step action plan to reach your goals.
  • A clear picture of what your current financial picture looks like.
  • Ongoing guidance, guidance monitoring and coaching to accomplish your goals.
  • Investment Management- a strategy designed to accomplish your goals and implemented for you, or you can choose to do the investing yourself.
  • Tax planning considerations.
  • Risk management: Insurance - Do you have the protection you need?
  • Beneficiary review and high-level estate planning.
  • Hard copy report of plan and online access.

 

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