I can meet with you to review the entire scope of your Financial Portfolio, make recommendations, develop a strategy, and, as necessary, work with your attorney and accountant.
The Goal Oriented, Advice Driven Approach to Financial Planning
1. Getting to Know Each Other
Let’s determine both your financial and lifestyle goals, objectives, and priorities. What is the current status of your financial situation including assets and debt?
2. Analyze the Data
Develop a Strategy to meet your current needs and future goals and objectives in a way that fits your individual situation. Compile all the data and information into a Financial Analysis.
3. Recommend and Implement
Review your custom strategy and solutions to meet the stated goals and priorities. Discuss the steps necessary for successful plan implementation.
4. Annual Review of Your Plan
Because “life happens,” things change over time. My commitment to each client is to meet on a yearly basis, more often as to evaluate your progress and make any necessary adjustments to your plan.