Financial Planning

FINANCIAL PLANNING (Hourly services or Wealth Management)

These services are oriented toward developing written strategic plans for solving specific problems and/or reaching specific goals depending on family needs. The plan often includes but is not limited to:

  • Discover and help prioritize Client’s short and long-term goals and aspirations.
  • Gather and organize Client’s data and documents.
  • Analyze Client’s financial condition, strengths, challenges, threats and opportunities as they relate to the goals of the Client.
  • Retirement Income and Capital Needs Analysis
  • Develop an Investment strategy that attempts to balance Client’s goals and tolerance for risk (volatility).
  • Estate planning – review of documents
  • Education planning / savings
  • Budgeting / debt reduction

HOURLY PLANNING IS AVAILABLE FOR INDIVIDUAL ITEMS VS. THE WEALTH MANAGEMENT SERVICES
For a no cost, no obligation consultation to discuss your individual situation please Schedule A Call.