I want to know what is important to you – what you value. Then, together, we will prioritize your goals and create a financial roadmap of your prioritized goals. We will come up with strategies that will fit the overall game plan and I will coach you through each season of your journey, guiding you to make clear and confident decisions based on our comprehensive strategies.
May you celebrate each milestone, each season as you “Harvest the Seeds of Your Success”.
I guide and advise my clients to make clear and confident financial decisions that will help provide the cash flow to achieve their goals and live their lives in comfort.
Standard
Individual with basic needs, wanting to know where they are currently, so they can plan to get to where they want to
go.
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Comprehensive Advice
Individual, family, or small business
owner with growing asset base and growing income needing to analyze
where they are and track their
progress toward their goals.
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Advanced Advice
Individuals, families, or business owners with growing or mature businesses, with sizeable assets and income, who have additional concerns and complexities that need monitoring, strategic planning and possible solutions assessed and reviewed.
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Services Offered
- Basic Financial Plan
- Goal Review
- Risk Tolerance Review
- Budget Review
- Net worth review
- Advice on Retirement, Protection, Taxes
- Monthly News, Video, & Calculators
- Timely alerts on tax, regulation, economy
- Annual Updates
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Services Offered
All Standard services plus:
- Comprehensive financial plan
- Basic Estate Planning
- “What If” scenarios & results
- Funding of goals
- College Funding Strategies
- Retirement Lifestyle Planning
- Social Security Review of Strategies
- Cash Flow Analysis
- Analysis of 401(k) & profit sharing plans (include pension review)
- Review of beneficiary designations
- Portfolio analysis
- Basic tax efficient investment & inflation planning
- Yearly benefit review
- Semi-annual updates
- Up to 2 meetings annually
- Quarterly check-ins
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Services Offered
All Comprehensive services plus:
- Comprehensive Financial Plan
- Estate Planning Coordinated with Legal Professional
- Legacy Analysis
- Portfolio assessment & allocation detail
- Retirement distribution strategies
- Healthcare expense schedule
- Monetizing Additional Sources of Income
- Stock option tax discussion
- client portal access/ Interactive planning
- Executive compensation planning
- Eldercare planning coordinated with legal professional
- Charitable giving strategy coordination
- Educational workshops & programs
- Coordination with outside professionals (CPA, attorney, business associates, etc.)
- Semi-annual updates
- Up to 4 meetings annually
- Quarterly check-ins
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