Financial Planning

Financial Planning is essential to financial success. In creating your personalized Financial Plan we establish clear goals and review all of your current financials, insurance coverages and documents. Then we make any necessary adjustments to help you reach your financial goals. We work closely with other professional advisors such as your attorney and accountant to substantiate that all the necessary documents are properly in place to complete your financial plan. Together, we review your Financial Plan two to three times within the first year and no less than annually thereafter, making modifications as necessary.

What We Evaluate

Quicken or Other Record Keeping Software Report

Financial Statement

Tax Return

Assets

Liabilities

Expenses

Retirement & Employee Benefits

Insurance Coverage

Will

Trust

Any Other Pertinent Information

Contact us today to schedule a complimentary 1-hour consultation!

We look forward to the opportunity to work with you.