Financial Planning

Failing to Plan is Planning to Fail.

 

Without setting financial goals, how can you accomplish them? Having a Personalized CFO by your side to assist in planning out crucial life decisions is the key to achieving financial independence.

Are You Asking the Right Questions at the Right Time?

 

  • How much of our income should we be setting aside for our Financial Independence/Retirement Savings?

    How do we balance our lifestyle with our income?

    How do we continue to fund our goals while maintaining a quality of life?

    Are our Savings and Investments aligned with our goals?

    How do we plan for large expenses?

    In what other ways can we maximize our potential for growth?

    Does owning Real Estate make sense for us?

    In what ways can we optimize our financial resources?

 

  • Do we have enough savings to accomplish our Financial Independence?

    What optimal strategies can we implement to maximize tax efficiencies while mitigating risks?

    What should we be planning for as we approach our Financial Independence Day?

    What are some pitfalls we should avoid?

    How will Inflation impact our Financial Independence Lifestyle?

    How will Taxes impact our Financial Independence Lifestyle?

Financial Planning Services

It’s my fiduciary responsibility to advise my clients on every aspect of their financial well-being.

    1. Communication & goal setting

    2. Data & Information Gathering

    3. Cash Flow / Net Worth analysis

    4. Projecting Net Worth

    5. ROTH Conversion Strategies

    6. Life Insurance Analysis

 

    1. Retirement Savings Planning

    2. Retirement Distribution Planning

    3. Estate Planning Review

    4. Long Term Care Planning

    5. Social Security Strategies

 

    1. College Savings Planning

    2. Income Tax Planning

 

    1. Current investment Review

    2. Understanding current investment expenses

    3. Investment Planning with specific investment recommendations

    4. Evaluating risk and various investment returns

 

    1. Reviewing additional scenarios or projections

    2. Major Purchases

    3. Second Home

    4. Out of state relocation

    5. Future Inheritances

 

    1. Deferred Compensation payouts

    2. Pension Plan Analysis

    3. Future Sale of a Business

    4. Employee Stock Option / Restricted Stock analysis