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.