A holistic approach to working through your finances step-by-step.
We’ll meet for an hour so that I can get to know you, gain an understanding of your current finances, and list out your goals.
With the proper documentation, I’ll get you set up in Right Capital, our traching and communications platform.
- Get a full picture of your finances
- Determine your net worth
- Project your Future Cashflow
We’ll use your income, your fixed expenses, and variable expenses to create a useful budget.
- Easily track transactions
- Strategize how to save for goals
By examining your family, work, and living context, I’ll ensure that your using the best possible tax declarations to save you the most amount of mony.
- Project potential taxes
- Consider tax-reducing techniques
- Plan for property transactions
After calculcating your risk profile and your cashflow projections, we’ll create a plan for your retirement and the best financial tools to get you there.
- Plan for adequate retirement income
- Social Security, Medicaid, & Medicare
- Tax-Advantaged Retirement Plans
Insurance, Education Needs, and Employee Benefits
We’ll do two things: (1) Ensure that you’v set up your employee benefits in the best way possible and (2) make a savings plan for your children’s education using 529 plans.
- 529 plan options
- Life Insurance Review
- employee stock plan strategies
- deferred compensation plan analysis
I’m passionate about making a contribution to your life through knowledgeable advice.
I can work with you to address a specific financial planning question or build a comprehensive financial plan for your family that is designed to help you achieve your goals.