Typical Topics Covered in a Financial Plan

Assess Where You Are

A comprehensive assessment of your current financial condition
• Net Worth
• Cash Flow
• The health of your balance sheet and spending activity

Protect Your Lifestyle

A thorough review of your current income protection
• Insurance
• Cash Reserves
• Credit

Pay For College

A comparative analysis of college funding options
• Private or public college
• Lump-sum or annual funding

Prepare For Retirement

A detailed projection of your retirement future based on your current financial condition
• Retirement Portfolio
• Earnings
• Savings
• Spending

Do Something Different

A financial business plan for changing careers or starting your new business
• Current Net Worth Statement
• Current Cash Flow Statement
• New funding requirements for school, working capital, etc.
• Cash Flow Projection and Savings Plan



Action Plan With Every Engagement

We create an action plan with a timeline that works for you.



Customized Solutions

You may want to look at all or only some of the above. We work together to define the scope so that I can zero in on on your priorities.