Proactive Planning


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

One time, or annually, together we’ll work together in creating your Comprehensive Financial Plan.

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.

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.

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

Thorough Investment Review to uncover what in your portfolio, if anything, needs to change.

State-of-the-art planning technology

What will we accomplish?

$950 (Annual Comprehensive Plan)


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