top of page

Initial Financial Plan

Anchor 1

All of our client relationships start with creating an initial financial plan. This begins with a complimentary consultation to discuss your financial situation and determine the scope of the project. Once an agreement is signed, we will spend the following weeks gathering additional information via phone conversations and e-mail while working on the formulation of your plan.

Your plan will address the various aspects of your financial life. These include but are not limited to:

  • Cash flow planning / budgeting

  • Investments review

  • Education funding

  • Employee benefits analysis

  • Retirement planning

  • Estate planning

  • Tax planning

  • Insurance needs analysis

Your particular situation will determine what other areas are addressed.

Once the plan is formulated, we will schedule a presentation meeting to review our findings and our recommendations for immediate and long-term action. We will provide you with a detailed written plan containing our analysis of each financial area and a "to-do" list to take away with you. At this point, you will feel empowered to begin to meet your financial goals.

bottom of page