Following our initial meeting, you can expect a proposal outlining areas to explore and fee options. If the proposal aligns with your goals and you select us as your financial planner partner, you will receive a customized financial plan including:
- Personal financial statement
- Income tax projection
- Cash flow calculations
- Financial independence results
- Asset allocation model
- Estate planning review
- Insurance evaluations
- Employee benefits advice
From there, we’ll set-up steps that include a check-list and a financial/emotional plan to drive your financial strategy with ongoing guidance provided along the way.