The Financial Review
If you need help with a specific area of your finances, a one-time Financial Review will give you trusted advice and direction to get your finances on track.
With this service, we ask questions and collect information in our initial meeting. Then we take time to review, analyze, and compile answers to your specific questions. We will meet a second time to review our recommendations and look at different scenarios that may impact your situation. You'll leave the meeting armed with a binder full of recommendations for steps you need to take to improve your financial picture.
We offer a few different options for Financial Reviews so you can find the one that best matches your needs.
Financial Checkup
With the Financial Checkup, we take a look at your overall finances and make recommendations to help you improve. Specifically, we look at the fundamentals of financial fitness, such as cash flow, debt, and savings. Although not as detailed and comprehensive as a full financial plan, we also offer a basic analysis of your taxes, life insurance and investments.
As an added benefit, we have partnered with Financial Footprint to provide additional resources.
The Financial Checkup is a great option for young families who want to make improvements in their finances but don't know where to start, or who want to be sure they're on track and going in the right direction.
Retirement Readiness
It's never too early to start thinking about retirement. If you want to make sure you're prepared for what lies ahead, this option is for you. In particular, this service works well for people who are within five years of retirement and don't need assistance with the fundamentals of money management.
With the Retirement Readiness review, we'll assess your cash flow, savings, and sources of retirement income, and review lifestyle and tax projections for before and after retirement. We'll also run various scenarios based on different retirement ages and savings plans. Based on these projections and comparisons, we'll recommend the appropriate actions to make sure you're ready for retirement when the time comes.
Business Baseline
Small business owners and entrepreneurs can benefit from our Business Baseline review, which checks the financial health of your business. We'll take a look at your profit and loss statements (or help you create one), analyze your cash flow, and make sure your taxes are being handled efficiently. We'll also explore other areas that impact your business, such as retirement, benefits, and insurance.
