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Financial Planning
A Financial Planning engagement is recommended for clients who need help getting a grasp on all of the financial elements that make up their life and integrated strategies for making them work together. Clients are billed a flat fee for this service that is based on the time, effort and expertise needed to complete the plan. At the conclusion of the engagement, clients have the option to implement the plan themselves or hire us on an ongoing basis for comprehensive Wealth Management Services. As part of the engagement clients will receive the following:
- Creation of a written, customized financial plan
- Goal development and analysis
- Snapshot of Net Worth, Income Statement and critical financial ratios
- Financial modeling of current and recommended strategies
- Comprehensive analysis and integration of the following financial planning issues, as applicable
- Retirement planning
- Estate planning
- Cash flow analysis
- Tax planning and advisory
- Investment planning
- Charitable & Philanthropic strategies
- Business succession
- Real estate acquisition and planning strategies
- Risk management & asset protection
- Education planning
- Executive compensation strategies
- Special needs planning
- Specific action plan outlining tasks that need to be competed, the person responsible and the timeline for implementation
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