One-time Comprehensive Financial Planning
During our collaborative comprehensive financial planning, we complete a thorough review and analysis of all aspects of your financial life. This includes:
- Cash flow analysis
- Retirement planning
- Risk management
- Investment management
- Tax planning
- Estate planning
The process is structured around these key steps:
- Meet with you to understand your goals
- Gather your detailed financial information
- Identify and prioritize your financial goals together
- Analyze your current financial situation using our economics-driven model
- Develop alternative strategies and recommendations
- Create a personalized financial plan to support your goals
- Support your implementation of the financial plan