What Is Covered In A Plan

The process provides a comprehensive review and analysis of your current financial situation. I offer personalized recommendations and, most importantly, an actionable plan designed to help you achieve your financial goals with precision and purpose.

I take the time to understand your unique financial circumstances, opportunities, and objectives, ensuring that the education and advice I offer truly align with your best interests. Financial decisions often impact multiple areas of your life, so I approach them with a holistic perspective.

Cash Flow & Debt Management

Simplify your income and expenses, and if needed establish a debt repayment plan.

Risk Management

Ensure your emergency fund is adequate and assess insurances like life, disability, health, long-term care, property, and liability insurance to align with your financial risks—without being sold products.

Employee Benefits

Gain an understanding of your employment benefits. We will conduct a full review of your benefits package, including retirement plans, deferred compensation, and group insurance options.

Investments

Align your investments with your financial goals. Review all accounts as part of a total portfolio, considering asset allocation, risk tolerance, investment costs, and your time horizon.

Retirement Planning

Create a personalized strategy for tax-efficient accumulation to ensure you meet you goals.

Income Tax Planning

Identify forward-looking, tax-efficient strategies.

Major Lifestyle Decisions

Proactively plan for major life events like career transitions, large purchases, marriage, children, and caring for aging parents.

Education Planning

Develop a plan for education expenses, explore savings options like 529 plans, evaluate financial aid, and manage student loan repayments.

Estate Planning

Protect your family and direct your assets with intention. Review beneficiary designations, wills, and create a legacy plan for loved ones in case of an emergency.

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