Are you looking down the road?
Regardless of your present financial position, everyone needs a plan. During the development process we work with you to prioritize your goals and balance your current lifestyle with your future needs.
Financial planning is a multi-faceted relationship that may involve retirement dreams, investment management, estate plans, major purchase preparations and/or automatic monthly budgeting & cash flow mapping.
INDIVIDUALS // We'll help you:
Evaluate your current situation
Organize credit cards, student loans, 401(k), stock options, emergency fund, etc
Quantify, prioritize, and plan for your financial and life goals
Simplify and organize your monthly cash flow planning
Consolidate your financial accounts
Develop an investment strategy in seeking to make your money work harder for you
FOR YOUR BUSINESS // WE'LL HELP YOU:
Strategize for taxes and and seek to maximize deductions
Evaluate bank/credit card accounts
Review business structure
Discuss managing unpredictable income
Factor your business into your personal financial plan
Assess profitability and how to pursue a consistent income