Customized Financial Plan
The customized Financial Plan includes a detailed analysis and recommendations of all applicable areas:
- Cash Flow management: income scenario analysis, budgeting,
creating a money management system
- Debt management
- Tax Planning and Employee Benefits
- Real Estate: rent vs. buy, home affordability, move vs. remodel, rental properties
- Investments
- Education: pre-school, private school, college savings
- Retirement
- Insurance
- Estate Planning
The financial planning process is a six month engagement including the following:
- An initial “Intake Session” (approximately two hours) during which time I will gather all pertinent and relevant financial information and statements, and we will discuss your financial goals;
- Follow-up phone calls/emails to clarify the information you have provided to me;
- A broad-based and customized Financial Plan;
- A Plan delivery meeting (approximately two hours) to discuss your Plan in detail and develop a course of action to implement the Plan;
- Two one-hour coaching sessions to provide implementation support for your Plan;
- For a period of six months following Plan delivery, I will be available to you via e-mail and/or telephone for consultation regarding implementation of your Plan;
- A one-hour meeting at the conclusion of our six month engagement to discuss your progress in implementing your Plan and next steps.
- Meetings may be conducted in person or over the phone.
