Financial Planning
We assist you with your LIFE plans.
We specialize in building and maintaining your 1st and 2nd generation wealth.
This includes assisting you by…
Planning how to reach your life goals
Adjusting plans to reach life goals
as life happens
Investing to make your money work for you
Reviewing your current investments and selecting investments for your accounts
Maximizing one-time income
(bonus, inheritance, lottery,
tax refunds, etc.)
Achieving the retirement age
and lifestyle you want
Making your retirement money
last a lifetime
Planning your retirement as a
business owner or self-employed person
Navigating sudden money increases
and life changes
Improving spending habits and cash flow (income and expenses)
Paying off your debt at the lowest cost
and highest speed
Maximizing your employee benefits
Merging finances with another person
and meeting goals together
Maintaining financial wellness and success
Preparing for home buying and major purchases (vehicles, property, businesses)
Analyzing effects on your finances
before major purchases
Minimizing your taxes
Optimizing your charitable giving strategy
Reviewing your insurance needs
and existing policies
Empowering you with strategies
for making wise financial decisions
with confidence
Saving and investing for your children
and loved ones
Planning for education costs
for you or loved ones
Empowering you through
financial education
(beginning to advanced topics)
Starting successful financial paths
for young adults and
new beginnings at any age
Ensuring you have care if health declines
Protecting the future of your loved ones
after death
What does Financial Planning look like?
Example
Sample Clients: Adam and Eve Sample
Adam is 39 and Eve is 37. They have 2 children. Seth is 5 and Angela is 3.
Adam and Eve each make $60,000 per year with 15% bonuses.
They own a home, have $10,000 of credit card debt, and have 2 car loans.
They receive scholarships for half of private school tuition and want to pay for some of their college education.
They want to do a home renovation in a few years as well.
Results
With a financial plan, their likelihood of reaching their goals has increased from 9% to 65%.
At 90 years old, they are projected to have over $2 Million instead of $0.
They are expected to pay off their debt outside of their mortgage over 10 years sooner and save $10,000 in interest.
