Proactive Planning

“Where you are today… Where you want to be… How to get there”

An ongoing, continued analysis of your financial situation. Together, we will examine the present state of your financial life, then monitor a strategy to get you where you want to go.

We’ll work together in creating your Comprehensive Financial Plan.

Then we will carry out the plan with 4 scheduled meetings a year.

Meeting 1: Review last year’s IRS 1040 and set current and future years’ tax planning. I want you to pay only the amount of taxes required.

Meeting 2: Cash Flow and Budgeting review to make sure we clearly understand where your money is going. If there is waste, let’s find it. And eliminate it.

Meeting 3: Insurance/Estate Planning review and updates to address any changes in family dynamics.

Meeting 4: Thorough End-of-Year Investment Review to uncover what in your portfolio, if anything, needs to change.

You’ll have unlimited access to me, in person, phone, video and email, plus state-of-the-art planning technology.

What will we accomplish?