TOPICS ADDRESSED IN OUR SERVICES
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Cash Flow Analysis
Will I have money left at the end of the month? Where did my money go? Spending Plan (a.k.a. Budget) Fixed and variable, needs vs. wants Debt Management Which debt should I focus on? How should I manage my debts to save money? Emergency Reserve How much cushion should I have if the unthinkable happens? Major Purchases House, vacation home, cars, boats, and etc. How will it impact my other financial goals? Major Life Events Marriage, divorce, birth of child, retirement, parental care, and etc... How does this impact my current and future finances? What do I do now? Tax Planning |
Employee Benefits
What do I do with my 401(k)? What are HSA and FSA? Do I need to sign up for all the insurances? Retirement When can I afford not to work? How much should I save? Will my nest egg be enough? Investment Planning Asset allocation, risk tolerance? Where and how should I grow my money? College Education Planning How much will it cost? What are my options? Wealth Protection What are my risks? Do I have a plan to address my risks? Do I carry enough, too much, or too little insurance? What types of insurance should I have? Estate Planning What happens afterwards? Will my family be taken care of? |
